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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 | $119,908 | $60,349+98.7% | $74,184+61.6% | $62,881+90.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.31% | 21.38%-12.1pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $3,571 | $1,680+112.5% | $2,370+50.7% | $2,281+56.6% |
| Participant deferral / active EE | $4,747 | $2,856+66.2% | $3,550+33.7% | $3,203+48.2% |
| Admin fee / account holder | $2,276 | $4,261-46.6% | $5,586-59.2% | $4,296-47.0% |