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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 | $118,273 | $83,485+41.7% | $125,195-5.5% | $72,976+62.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 27.42% | 25.77%+1.7pp | 43.79%-16.4pp | 81.02%-53.6pp |
| Employer contribution / active EE | $1,639 | $2,346-30.1% | $3,866-57.6% | $2,440-32.8% |
| Participant deferral / active EE | $2,696 | $3,586-24.8% | $4,937-45.4% | $3,608-25.3% |
| Admin fee / account holder | $3,040 | $5,518-44.9% | $9,704-68.7% | $5,124-40.7% |