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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 | $103,605 | $58,099+78.3% | $76,872+34.8% | $75,173+37.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 15.10% | 26.71%-11.6pp | 37.90%-22.8pp | 160.72%-145.6pp |
| Employer contribution / active EE | $7,162 | $1,996+258.9% | $2,533+182.7% | $2,671+168.1% |
| Participant deferral / active EE | $5,605 | $2,999+86.9% | $3,832+46.3% | $4,126+35.8% |
| Admin fee / account holder | $5,550 | $4,778+16.2% | $5,476+1.3% | $5,651-1.8% |