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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 | $103,584 | $57,140+81.3% | $85,240+21.5% | $80,959+27.9% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 11.87% | 21.71%-9.8pp | 66.75%-54.9pp | 35.67%-23.8pp |
| Employer contribution / active EE | $3,531 | $1,802+96.0% | $2,735+29.1% | $2,757+28.1% |
| Participant deferral / active EE | $6,673 | $3,115+114.2% | $4,527+47.4% | $4,300+55.2% |
| Admin fee / account holder | $10,306 | $4,992+106.5% | $6,165+67.2% | $6,925+48.8% |