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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 | $130,790 | $72,273+81.0% | $101,275+29.1% | $79,856+63.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 34.70% | 22.30%+12.4pp | 46.48%-11.8pp | 31.71%+3.0pp |
| Employer contribution / active EE | $8,391 | $2,691+211.8% | $3,660+129.2% | $2,471+239.5% |
| Participant deferral / active EE | $7,464 | $3,282+127.5% | $4,371+70.8% | $3,741+99.5% |
| Admin fee / account holder | $2,849 | $4,401-35.3% | $5,948-52.1% | $5,306-46.3% |