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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 | $115,061 | $72,273+59.2% | $101,275+13.6% | $79,856+44.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.23% | 22.30%-9.1pp | 46.48%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,191 | $2,691-18.6% | $3,660-40.1% | $2,471-11.3% |
| Participant deferral / active EE | $6,227 | $3,282+89.7% | $4,371+42.5% | $3,741+66.5% |
| Admin fee / account holder | $3,945 | $4,401-10.4% | $5,948-33.7% | $5,306-25.7% |