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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 | $103,447 | $54,368+90.3% | $117,039-11.6% | $62,293+66.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 17.51% | 21.77%-4.3pp | 18.95%-1.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $8,939 | $1,692+428.4% | $3,785+136.2% | $2,042+337.7% |
| Participant deferral / active EE | $2,706 | $2,269+19.3% | $3,929-31.1% | $3,169-14.6% |
| Admin fee / account holder | $5,123 | $493+938.2% | $5,974-14.2% | $479+968.8% |