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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,999 | $77,472+74.3% | $100,415+34.4% | $80,959+66.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 14.16% | 37.26%-23.1pp | 49.47%-35.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $5,871 | $2,800+109.7% | $3,943+48.9% | $2,757+112.9% |
| Participant deferral / active EE | $7,671 | $6,818+12.5% | $8,091-5.2% | $4,300+78.4% |
| Admin fee / account holder | $2,612 | $5,885-55.6% | $7,906-67.0% | $6,925-62.3% |