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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 | $110,532 | $77,472+42.7% | $100,392+10.1% | $80,935+36.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 18.14% | 37.26%-19.1pp | 49.45%-31.3pp | 35.66%-17.5pp |
| Employer contribution / active EE | $5,693 | $2,800+103.3% | $3,941+44.4% | $2,757+106.5% |
| Participant deferral / active EE | $9,648 | $6,818+41.5% | $8,090+19.3% | $4,299+124.4% |
| Admin fee / account holder | $807 | $5,885-86.3% | $7,904-89.8% | $6,924-88.3% |