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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 | $160,240 | $76,551+109.3% | $123,894+29.3% | $62,881+154.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.13% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $5,828 | $2,882+102.2% | $4,617+26.2% | $2,281+155.5% |
| Participant deferral / active EE | $8,104 | $4,840+67.5% | $5,984+35.4% | $3,203+153.0% |
| Admin fee / account holder | $2,790 | $4,826-42.2% | $8,357-66.6% | $4,296-35.1% |