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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 | $124,294 | $48,078+158.5% | $78,676+58.0% | $62,881+97.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.50% | 31.36%-24.9pp | 62.19%-55.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $21,343 | $2,015+959.5% | $2,850+648.9% | $2,281+835.7% |
| Participant deferral / active EE | $2,563 | $2,587-0.9% | $3,517-27.1% | $3,203-20.0% |
| Admin fee / account holder | $3,128 | $3,206-2.4% | $4,510-30.7% | $4,296-27.2% |