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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 | $129,211 | $72,486+78.3% | $87,103+48.3% | $72,976+77.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.52% | 24.46%-4.9pp | 28.19%-8.7pp | 81.02%-61.5pp |
| Employer contribution / active EE | $6,676 | $1,894+252.5% | $2,521+164.8% | $2,440+173.6% |
| Participant deferral / active EE | $8,823 | $3,270+169.8% | $4,049+117.9% | $3,608+144.6% |
| Admin fee / account holder | $888 | $5,055-82.4% | $7,491-88.2% | $5,124-82.7% |