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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 | $90,582 | $77,460+16.9% | $100,378-9.8% | $80,925+11.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 15.08% | 37.24%-22.2pp | 49.41%-34.3pp | 35.65%-20.6pp |
| Employer contribution / active EE | $6,275 | $2,801+124.0% | $3,942+59.2% | $2,756+127.7% |
| Participant deferral / active EE | $11,621 | $6,818+70.4% | $8,087+43.7% | $4,299+170.3% |
| Admin fee / account holder | $687 | $5,887-88.3% | $7,899-91.3% | $6,940-90.1% |