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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 | $57,061+81.5% | $85,063+21.8% | $80,911+28.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 11.87% | 21.66%-9.8pp | 66.54%-54.7pp | 35.63%-23.8pp |
| Employer contribution / active EE | $3,531 | $1,799+96.3% | $2,727+29.5% | $2,756+28.1% |
| Participant deferral / active EE | $6,673 | $3,110+114.5% | $4,523+47.5% | $4,297+55.3% |
| Admin fee / account holder | $10,306 | $4,986+106.7% | $6,155+67.4% | $6,935+48.6% |