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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 | $110,535 | $39,132+182.5% | $57,196+93.3% | $62,881+75.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 15.11% | 9.24%+5.9pp | 14.59%+0.5pp | 20.14%-5.0pp |
| Employer contribution / active EE | $3,106 | $1,874+65.7% | $2,683+15.8% | $2,281+36.2% |
| Participant deferral / active EE | $6,156 | $2,374+159.3% | $3,096+98.8% | $3,203+92.2% |
| Admin fee / account holder | $13,555 | $2,594+422.5% | $3,141+331.6% | $4,296+215.5% |