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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 | $154,593 | $153,311+0.8% | $109,313+41.4% | $273,968-43.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.46% | 29.86%-26.4pp | 22.07%-18.6pp | 41.45%-38.0pp |
| Employer contribution / active EE | $13,662 | $5,619+143.1% | $3,892+251.0% | $4,869+180.6% |
| Participant deferral / active EE | $9,084 | $3,932+131.0% | $3,166+186.9% | $5,287+71.8% |
| Admin fee / account holder | $1,126 | $8,076-86.1% | $5,666-80.1% | $10,132-88.9% |