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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 | $116,429 | $45,082+158.3% | $69,464+67.6% | $72,975+59.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.88% | 22.66%-3.8pp | 28.98%-10.1pp | 81.01%-62.1pp |
| Employer contribution / active EE | $5,660 | $2,055+175.4% | $2,779+103.7% | $2,440+132.0% |
| Participant deferral / active EE | $5,794 | $2,604+122.5% | $3,536+63.8% | $3,608+60.6% |
| Admin fee / account holder | $4,052 | $3,057+32.6% | $3,840+5.5% | $5,124-20.9% |