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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 | $104,773 | $78,670+33.2% | $109,173-4.0% | $85,847+22.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.34% | 25.09%-10.8pp | 25.75%-11.4pp | 318.61%-304.3pp |
| Employer contribution / active EE | $7,005 | $2,734+156.2% | $3,723+88.2% | $2,565+173.1% |
| Participant deferral / active EE | $4,073 | $3,467+17.5% | $4,654-12.5% | $3,952+3.1% |
| Admin fee / account holder | $1,277 | $5,469-76.6% | $6,755-81.1% | $6,261-79.6% |