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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 | $77,783 | $49,239+58.0% | $70,462+10.4% | $79,858-2.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.58% | 30.08%-17.5pp | 109.08%-96.5pp | 31.72%-19.1pp |
| Employer contribution / active EE | $5,622 | $2,100+167.7% | $2,737+105.4% | $2,471+127.5% |
| Participant deferral / active EE | $5,163 | $2,769+86.5% | $3,710+39.2% | $3,740+38.0% |
| Admin fee / account holder | $6,692 | $2,876+132.7% | $3,845+74.0% | $5,306+26.1% |