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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 | $111,653 | $65,367+70.8% | $92,915+20.2% | $72,976+53.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 27.47% | 42.11%-14.6pp | 109.45%-82.0pp | 81.02%-53.5pp |
| Employer contribution / active EE | $2,320 | $2,594-10.6% | $3,653-36.5% | $2,440-4.9% |
| Participant deferral / active EE | $5,221 | $3,128+66.9% | $4,238+23.2% | $3,608+44.7% |
| Admin fee / account holder | $1,601 | $4,251-62.3% | $5,796-72.4% | $5,124-68.8% |