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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 | $211,222 | $135,956+55.4% | $123,894+70.5% | $273,972-22.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.99% | 56.63%-52.6pp | 47.52%-43.5pp | 41.46%-37.5pp |
| Employer contribution / active EE | $11,735 | $5,170+127.0% | $4,617+154.2% | $4,869+141.0% |
| Participant deferral / active EE | $8,057 | $6,343+27.0% | $5,984+34.6% | $5,287+52.4% |
| Admin fee / account holder | $3,946 | $9,817-59.8% | $8,357-52.8% | $10,133-61.1% |