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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 | $102,896 | $76,551+34.4% | $123,894-16.9% | $62,881+63.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.19% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $6,782 | $2,882+135.3% | $4,617+46.9% | $2,281+197.3% |
| Participant deferral / active EE | $4,812 | $4,840-0.6% | $5,984-19.6% | $3,203+50.2% |
| Admin fee / account holder | $1,243 | $4,826-74.2% | $8,357-85.1% | $4,296-71.1% |