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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 | $111,668 | $76,551+45.9% | $123,894-9.9% | $62,881+77.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.53% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $11,421 | $2,882+296.2% | $4,617+147.4% | $2,281+400.7% |
| Participant deferral / active EE | $9,167 | $4,840+89.4% | $5,984+53.2% | $3,203+186.2% |
| Admin fee / account holder | $932 | $4,826-80.7% | $8,357-88.9% | $4,296-78.3% |