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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 | $101,930 | $56,287+81.1% | $80,977+25.9% | $62,881+62.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 8.81% | 22.13%-13.3pp | 17.11%-8.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $12,835 | $1,943+560.6% | $3,715+245.5% | $2,281+462.7% |
| Participant deferral / active EE | $8,722 | $4,196+107.9% | $5,696+53.1% | $3,203+172.3% |
| Admin fee / account holder | $519 | $3,742-86.1% | $5,517-90.6% | $4,296-87.9% |