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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 | $133,199 | $81,446+63.5% | $103,374+28.9% | $80,874+64.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.76% | 25.57%-8.8pp | 24.89%-8.1pp | 35.62%-18.9pp |
| Employer contribution / active EE | $23,124 | $3,107+644.2% | $3,869+497.6% | $2,756+739.1% |
| Participant deferral / active EE | $5,499 | $3,870+42.1% | $5,058+8.7% | $4,297+28.0% |
| Admin fee / account holder | $12,746 | $6,715+89.8% | $8,394+51.8% | $6,935+83.8% |