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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 | $134,792 | $39,132+244.5% | $57,196+135.7% | $62,881+114.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.90% | 9.24%-2.3pp | 14.59%-7.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $8,216 | $1,874+338.4% | $2,683+206.2% | $2,281+260.2% |
| Participant deferral / active EE | $9,085 | $2,374+282.6% | $3,096+193.4% | $3,203+183.6% |
| Admin fee / account holder | $1,106 | $2,594-57.4% | $3,141-64.8% | $4,296-74.3% |