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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 | $121,585 | $63,365+91.9% | $91,994+32.2% | $72,975+66.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 23.92% | 35.35%-11.4pp | 69.04%-45.1pp | 81.01%-57.1pp |
| Employer contribution / active EE | $1,039 | $2,116-50.9% | $3,453-69.9% | $2,440-57.4% |
| Participant deferral / active EE | $7,809 | $4,883+59.9% | $5,924+31.8% | $3,608+116.5% |
| Admin fee / account holder | $1,556 | $4,670-66.7% | $7,744-79.9% | $5,124-69.6% |