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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 | $95,914 | $54,757+75.2% | $90,300+6.2% | $72,983+31.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.80% | 30.63%-12.8pp | 78.11%-60.3pp | 81.01%-63.2pp |
| Employer contribution / active EE | $4,666 | $2,092+123.0% | $2,854+63.5% | $2,440+91.2% |
| Participant deferral / active EE | $7,413 | $2,887+156.8% | $3,884+90.8% | $3,608+105.5% |
| Admin fee / account holder | $426 | $3,972-89.3% | $5,353-92.0% | $5,124-91.7% |