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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 | $81,978 | $56,544+45.0% | $75,501+8.6% | $70,126+16.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 17.35% | 23.59%-6.2pp | 27.35%-10.0pp | 73.15%-55.8pp |
| Employer contribution / active EE | $5,682 | $1,817+212.8% | $2,352+141.6% | $2,343+142.6% |
| Participant deferral / active EE | $4,333 | $2,580+67.9% | $3,142+37.9% | $3,332+30.0% |
| Admin fee / account holder | $8,791 | $3,827+129.7% | $5,801+51.6% | $4,645+89.2% |