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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 | $58,848+106.1% | $88,179+37.6% | $82,637+46.8% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 16.44% | 22.76%-6.3pp | 64.97%-48.5pp | 53.51%-37.1pp |
| Employer contribution / active EE | $6,726 | $1,678+300.7% | $2,549+163.8% | $2,552+163.5% |
| Participant deferral / active EE | $12,680 | $3,124+305.9% | $4,614+174.8% | $4,126+207.3% |
| Admin fee / account holder | $3,616 | $4,795-24.6% | $7,673-52.9% | $7,339-50.7% |