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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 | $115,515 | $54,757+111.0% | $90,304+27.9% | $72,975+58.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 27.77% | 30.63%-2.9pp | 78.13%-50.4pp | 81.01%-53.2pp |
| Employer contribution / active EE | $6,916 | $2,093+230.4% | $2,855+142.2% | $2,440+183.4% |
| Participant deferral / active EE | $5,236 | $2,887+81.4% | $3,885+34.8% | $3,608+45.1% |
| Admin fee / account holder | $11,571 | $3,973+191.2% | $5,354+116.1% | $5,124+125.8% |