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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 | $107,676 | $76,551+40.7% | $123,894-13.1% | $62,881+71.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.04% | 18.68%-9.6pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $4,309 | $2,882+49.5% | $4,617-6.7% | $2,281+88.9% |
| Participant deferral / active EE | $14,809 | $4,840+206.0% | $5,984+147.5% | $3,203+362.4% |
| Admin fee / account holder | $18,952 | $4,826+292.7% | $8,357+126.8% | $4,296+341.2% |