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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 | $100,849 | $78,520+28.4% | $96,576+4.4% | $82,448+22.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 28.27% | 41.30%-13.0pp | 38.47%-10.2pp | 41.64%-13.4pp |
| Employer contribution / active EE | $3,822 | $2,630+45.4% | $3,553+7.6% | $2,551+49.8% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,264 | $13,455-83.2% | $11,381-80.1% | $7,234-68.7% |