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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 | $76,291 | $49,255+54.9% | $70,494+8.2% | $79,856-4.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.36% | 30.10%-14.7pp | 109.16%-93.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $7,116 | $2,100+238.8% | $2,738+159.9% | $2,471+188.0% |
| Participant deferral / active EE | $9,311 | $2,768+236.4% | $3,711+150.9% | $3,741+148.9% |
| Admin fee / account holder | $4,196 | $2,879+45.7% | $3,848+9.0% | $5,306-20.9% |