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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 | $121,309 | $57,590+110.6% | $86,233+40.7% | $82,448+47.1% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 16.44% | 22.41%-6.0pp | 61.39%-44.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $6,726 | $1,655+306.3% | $2,504+168.6% | $2,551+163.7% |
| Participant deferral / active EE | $12,680 | $3,080+311.7% | $4,559+178.1% | $4,139+206.3% |
| Admin fee / account holder | $3,616 | $4,730-23.6% | $8,342-56.7% | $7,234-50.0% |