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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 | $84,704 | $96,731-12.4% | $123,973-31.7% | $86,983-2.6% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 15.15% | 17.33%-2.2pp | 388.13%-373.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $7,315 | $3,297+121.9% | $4,126+77.3% | $2,584+183.0% |
| Participant deferral / active EE | $6,230 | $4,152+50.0% | $5,247+18.7% | $4,194+48.5% |
| Admin fee / account holder | $1,196 | $8,722-86.3% | $11,799-89.9% | $7,856-84.8% |