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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 | $59,123+75.2% | $77,183+34.2% | $75,181+37.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 15.10% | 26.72%-11.6pp | 37.89%-22.8pp | 160.69%-145.6pp |
| Employer contribution / active EE | $7,162 | $1,996+258.9% | $2,534+182.7% | $2,671+168.2% |
| Participant deferral / active EE | $5,605 | $2,999+86.9% | $3,833+46.3% | $4,126+35.9% |
| Admin fee / account holder | $5,550 | $4,776+16.2% | $5,475+1.4% | $5,650-1.8% |