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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 | $104,791 | $91,559+14.5% | $133,978-21.8% | $79,856+31.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.48% | 61.85%-45.4pp | 45.10%-28.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $5,236 | $2,384+119.7% | $3,919+33.6% | $2,471+111.9% |
| Participant deferral / active EE | $5,132 | $3,734+37.4% | $5,047+1.7% | $3,741+37.2% |
| Admin fee / account holder | $897 | $6,321-85.8% | $8,930-90.0% | $5,306-83.1% |