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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 | $107,354 | $72,492+48.1% | $87,104+23.2% | $72,975+47.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.83% | 24.46%-3.6pp | 28.19%-7.4pp | 81.01%-60.2pp |
| Employer contribution / active EE | $5,280 | $1,894+178.8% | $2,521+109.4% | $2,440+116.4% |
| Participant deferral / active EE | $5,539 | $3,270+69.4% | $4,048+36.8% | $3,608+53.5% |
| Admin fee / account holder | $1,492 | $5,055-70.5% | $7,491-80.1% | $5,124-70.9% |