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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 | $139,914 | $63,082+121.8% | $81,726+71.2% | $79,856+75.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 11.95% | 22.66%-10.7pp | 29.49%-17.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,014 | $1,795+67.9% | $4,311-30.1% | $2,471+22.0% |
| Participant deferral / active EE | $2,599 | $2,780-6.5% | $7,108-63.4% | $3,741-30.5% |
| Admin fee / account holder | $820 | $4,428-81.5% | $5,160-84.1% | $5,306-84.6% |