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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 | $99,363 | $54,757+81.5% | $90,300+10.0% | $72,983+36.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.15% | 30.63%-10.5pp | 78.11%-58.0pp | 81.01%-60.9pp |
| Employer contribution / active EE | $3,213 | $2,092+53.5% | $2,854+12.6% | $2,440+31.7% |
| Participant deferral / active EE | $3,212 | $2,887+11.3% | $3,884-17.3% | $3,608-11.0% |
| Admin fee / account holder | $611 | $3,972-84.6% | $5,353-88.6% | $5,124-88.1% |