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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 | $111,228 | $106,524+4.4% | $152,301-27.0% | $87,485+27.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.50% | 26.89%-7.4pp | 80.50%-61.0pp | 26.06%-6.6pp |
| Employer contribution / active EE | $7,349 | $3,371+118.0% | $4,624+58.9% | $2,596+183.1% |
| Participant deferral / active EE | $8,589 | $6,525+31.6% | $8,004+7.3% | $4,274+101.0% |
| Admin fee / account holder | $2,317 | $8,287-72.0% | $14,398-83.9% | $7,775-70.2% |