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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 | $112,716 | $77,814+44.9% | $158,223-28.8% | $86,983+29.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.87% | 30.54%-15.7pp | 52.09%-37.2pp | 25.83%-11.0pp |
| Employer contribution / active EE | $5,582 | $2,592+115.4% | $4,109+35.9% | $2,584+116.0% |
| Participant deferral / active EE | $6,531 | $3,270+99.8% | $5,467+19.5% | $4,194+55.7% |
| Admin fee / account holder | $3,205 | $5,879-45.5% | $16,047-80.0% | $7,856-59.2% |