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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 | $90,550 | $72,273+25.3% | $101,275-10.6% | $79,856+13.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.50% | 22.30%-2.8pp | 46.48%-27.0pp | 31.71%-12.2pp |
| Employer contribution / active EE | $5,406 | $2,691+100.9% | $3,660+47.7% | $2,471+118.8% |
| Participant deferral / active EE | $11,597 | $3,282+253.4% | $4,371+165.3% | $3,741+210.0% |
| Admin fee / account holder | $9,388 | $4,401+113.3% | $5,948+57.8% | $5,306+76.9% |