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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 | $97,319 | $81,446+19.5% | $103,374-5.9% | $80,874+20.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.62% | 25.57%-14.9pp | 24.89%-14.3pp | 35.62%-25.0pp |
| Employer contribution / active EE | $6,792 | $3,107+118.6% | $3,869+75.5% | $2,756+146.5% |
| Participant deferral / active EE | $13,144 | $3,870+239.7% | $5,058+159.9% | $4,297+205.9% |
| Admin fee / account holder | $2,103 | $6,715-68.7% | $8,394-74.9% | $6,935-69.7% |