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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 | $105,624 | $49,249+114.5% | $70,476+49.9% | $79,852+32.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.35% | 30.09%-14.7pp | 109.12%-93.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $6,483 | $2,100+208.7% | $2,738+136.8% | $2,471+162.4% |
| Participant deferral / active EE | $6,509 | $2,769+135.1% | $3,710+75.4% | $3,740+74.0% |
| Admin fee / account holder | $3,185 | $2,878+10.7% | $3,847-17.2% | $5,306-40.0% |