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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 | $83,308 | $49,249+69.2% | $70,476+18.2% | $79,852+4.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.48% | 30.09%-17.6pp | 109.12%-96.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $5,741 | $2,100+173.3% | $2,738+109.7% | $2,471+132.3% |
| Participant deferral / active EE | $2,007 | $2,769-27.5% | $3,710-45.9% | $3,740-46.3% |
| Admin fee / account holder | $6,104 | $2,878+112.1% | $3,847+58.7% | $5,306+15.0% |