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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 | $84,825 | $49,249+72.2% | $70,476+20.4% | $79,852+6.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.06% | 30.09%-15.0pp | 109.12%-94.1pp | 31.72%-16.7pp |
| Employer contribution / active EE | $5,190 | $2,100+147.1% | $2,738+89.5% | $2,471+110.0% |
| Participant deferral / active EE | $5,044 | $2,769+82.2% | $3,710+35.9% | $3,740+34.8% |
| Admin fee / account holder | $1,246 | $2,878-56.7% | $3,847-67.6% | $5,306-76.5% |