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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 | $113,826 | $87,733+29.7% | $106,551+6.8% | $85,856+32.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 17.43% | 21.86%-4.4pp | 26.80%-9.4pp | 318.58%-301.2pp |
| Employer contribution / active EE | $5,318 | $2,073+156.5% | $2,819+88.6% | $2,565+107.3% |
| Participant deferral / active EE | $4,651 | $3,469+34.1% | $4,398+5.8% | $3,952+17.7% |
| Admin fee / account holder | $6,862 | $6,767+1.4% | $7,408-7.4% | $6,261+9.6% |