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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 | $111,843 | $76,551+46.1% | $123,894-9.7% | $62,881+77.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.54% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,451 | $2,882+19.7% | $4,617-25.3% | $2,281+51.3% |
| Participant deferral / active EE | $4,476 | $4,840-7.5% | $5,984-25.2% | $3,203+39.7% |
| Admin fee / account holder | $2,622 | $4,826-45.7% | $8,357-68.6% | $4,296-39.0% |