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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 | $102,450 | $64,920+57.8% | $103,693-1.2% | $86,983+17.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 18.58% | 30.29%-11.7pp | 47.61%-29.0pp | 25.83%-7.3pp |
| Employer contribution / active EE | $22,105 | $2,141+932.5% | $2,920+656.9% | $2,584+755.3% |
| Participant deferral / active EE | $20,729 | $3,241+539.6% | $4,579+352.7% | $4,194+394.3% |
| Admin fee / account holder | $2,549 | $6,191-58.8% | $7,858-67.6% | $7,856-67.6% |