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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 | $109,949 | $57,140+92.4% | $85,240+29.0% | $80,959+35.8% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 11.75% | 21.71%-10.0pp | 66.75%-55.0pp | 35.67%-23.9pp |
| Employer contribution / active EE | $4,461 | $1,802+147.6% | $2,735+63.1% | $2,757+61.8% |
| Participant deferral / active EE | $2,781 | $3,115-10.7% | $4,527-38.6% | $4,300-35.3% |
| Admin fee / account holder | $3,172 | $4,992-36.5% | $6,165-48.5% | $6,925-54.2% |