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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 | $72,880 | $56,054+30.0% | $171,082-57.4% | $62,881+15.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 11.02% | 22.52%-11.5pp | 32.56%-21.5pp | 20.14%-9.1pp |
| Employer contribution / active EE | $3,848 | $1,731+122.3% | $4,002-3.8% | $2,281+68.7% |
| Participant deferral / active EE | $5,409 | $3,158+71.3% | $4,797+12.8% | $3,203+68.9% |
| Admin fee / account holder | $13,179 | $3,647+261.4% | $8,520+54.7% | $4,296+206.8% |