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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 | $106,959 | $72,486+47.6% | $87,103+22.8% | $72,976+46.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.11% | 24.46%-5.3pp | 28.19%-9.1pp | 81.02%-61.9pp |
| Employer contribution / active EE | $5,100 | $1,894+169.3% | $2,521+102.3% | $2,440+109.0% |
| Participant deferral / active EE | $3,202 | $3,270-2.1% | $4,049-20.9% | $3,608-11.2% |
| Admin fee / account holder | $3,983 | $5,055-21.2% | $7,491-46.8% | $5,124-22.3% |