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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 | $93,547 | $90,486+3.4% | $78,676+18.9% | $273,972-65.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.07% | 75.62%-69.6pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $7,250 | $3,175+128.3% | $2,850+154.4% | $4,869+48.9% |
| Participant deferral / active EE | $14,000 | $3,901+258.9% | $3,517+298.1% | $5,287+164.8% |
| Admin fee / account holder | $5,053 | $5,263-4.0% | $4,510+12.0% | $10,133-50.1% |