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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 | $130,341 | $81,446+60.0% | $103,374+26.1% | $80,874+61.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.22% | 25.57%-10.3pp | 24.89%-9.7pp | 35.62%-20.4pp |
| Employer contribution / active EE | $7,085 | $3,107+128.0% | $3,869+83.1% | $2,756+157.1% |
| Participant deferral / active EE | $9,360 | $3,870+141.8% | $5,058+85.1% | $4,297+117.8% |
| Admin fee / account holder | $2,179 | $6,715-67.5% | $8,394-74.0% | $6,935-68.6% |