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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 | $129,417 | $45,043+187.3% | $63,005+105.4% | $70,124+84.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.68% | 18.76%-4.1pp | 87.59%-72.9pp | 73.14%-58.5pp |
| Employer contribution / active EE | $5,327 | $2,052+159.6% | $2,760+93.0% | $2,342+127.4% |
| Participant deferral / active EE | $2,283 | $2,466-7.4% | $3,329-31.4% | $3,332-31.5% |
| Admin fee / account holder | $4,904 | $2,833+73.1% | $3,599+36.2% | $4,645+5.6% |