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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 | $106,589 | $69,977+52.3% | $108,582-1.8% | $62,881+69.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.35% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $5,404 | $2,135+153.1% | $3,758+43.8% | $2,281+136.9% |
| Participant deferral / active EE | $8,632 | $3,165+172.8% | $4,311+100.2% | $3,203+169.5% |
| Admin fee / account holder | $3,209 | $5,076-36.8% | $7,645-58.0% | $4,296-25.3% |