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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 | $57,061+92.7% | $85,063+29.3% | $80,911+35.9% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 11.75% | 21.66%-9.9pp | 66.54%-54.8pp | 35.63%-23.9pp |
| Employer contribution / active EE | $4,461 | $1,799+148.0% | $2,727+63.6% | $2,756+61.9% |
| Participant deferral / active EE | $2,781 | $3,110-10.6% | $4,523-38.5% | $4,297-35.3% |
| Admin fee / account holder | $3,172 | $4,986-36.4% | $6,155-48.5% | $6,935-54.3% |