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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 | $131,600 | $63,365+107.7% | $91,994+43.1% | $72,976+80.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 24.04% | 35.35%-11.3pp | 69.04%-45.0pp | 81.02%-57.0pp |
| Employer contribution / active EE | $3,162 | $2,116+49.5% | $3,453-8.4% | $2,440+29.6% |
| Participant deferral / active EE | $6,906 | $4,883+41.4% | $5,924+16.6% | $3,608+91.4% |
| Admin fee / account holder | $1,737 | $4,670-62.8% | $7,744-77.6% | $5,124-66.1% |