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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 | $196,111 | $69,977+180.2% | $108,582+80.6% | $62,881+211.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.19% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $5,561 | $2,135+160.5% | $3,758+48.0% | $2,281+143.8% |
| Participant deferral / active EE | $6,366 | $3,165+101.2% | $4,311+47.7% | $3,203+98.8% |
| Admin fee / account holder | $7,976 | $5,076+57.1% | $7,645+4.3% | $4,296+85.7% |