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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 | $153,631 | $81,446+88.6% | $103,374+48.6% | $80,874+90.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.86% | 25.57%-14.7pp | 24.89%-14.0pp | 35.62%-24.8pp |
| Employer contribution / active EE | $10,311 | $3,107+231.8% | $3,869+166.5% | $2,756+274.2% |
| Participant deferral / active EE | $3,107 | $3,870-19.7% | $5,058-38.6% | $4,297-27.7% |
| Admin fee / account holder | $883 | $6,715-86.9% | $8,394-89.5% | $6,935-87.3% |