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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 | $121,518 | $72,492+67.6% | $87,104+39.5% | $72,975+66.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.47% | 24.46%-4.0pp | 28.19%-7.7pp | 81.01%-60.5pp |
| Employer contribution / active EE | $8,937 | $1,894+371.9% | $2,521+254.4% | $2,440+266.3% |
| Participant deferral / active EE | $6,463 | $3,270+97.7% | $4,048+59.6% | $3,608+79.1% |
| Admin fee / account holder | $22,285 | $5,055+340.9% | $7,491+197.5% | $5,124+334.9% |