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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 | $154,998 | $65,364+137.1% | $92,909+66.8% | $72,975+112.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.75% | 42.11%-23.4pp | 109.44%-90.7pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,722 | $2,594-33.6% | $3,653-52.9% | $2,440-29.4% |
| Participant deferral / active EE | $3,077 | $3,128-1.6% | $4,238-27.4% | $3,608-14.7% |
| Admin fee / account holder | $5,766 | $4,251+35.6% | $5,795-0.5% | $5,124+12.5% |