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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 | $103,721 | $77,472+33.9% | $100,415+3.3% | $80,959+28.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 16.29% | 37.26%-21.0pp | 49.47%-33.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $15,121 | $2,800+440.0% | $3,943+283.5% | $2,757+448.4% |
| Participant deferral / active EE | $17,464 | $6,818+156.1% | $8,091+115.8% | $4,300+306.1% |
| Admin fee / account holder | $5,689 | $5,885-3.3% | $7,906-28.0% | $6,925-17.9% |