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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 | $86,457 | $99,875-13.4% | $146,866-41.1% | $86,983-0.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.68% | 28.10%-10.4pp | 102.85%-85.2pp | 25.83%-8.2pp |
| Employer contribution / active EE | $7,315 | $3,224+126.9% | $4,425+65.3% | $2,584+183.0% |
| Participant deferral / active EE | $3,080 | $6,322-51.3% | $7,759-60.3% | $4,194-26.6% |
| Admin fee / account holder | $7,827 | $7,838-0.1% | $13,620-42.5% | $7,856-0.4% |