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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 | $117,171 | $90,504+29.5% | $78,690+48.9% | $273,965-57.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.55% | 75.61%-68.1pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $6,697 | $3,176+110.9% | $2,851+134.9% | $4,869+37.6% |
| Participant deferral / active EE | $7,073 | $3,901+81.3% | $3,517+101.1% | $5,287+33.8% |
| Admin fee / account holder | $1,936 | $5,263-63.2% | $4,511-57.1% | $10,132-80.9% |