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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 | $77,460+33.9% | $100,378+3.3% | $80,925+28.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 16.29% | 37.24%-20.9pp | 49.41%-33.1pp | 35.65%-19.4pp |
| Employer contribution / active EE | $15,121 | $2,801+439.8% | $3,942+283.6% | $2,756+448.6% |
| Participant deferral / active EE | $17,464 | $6,818+156.1% | $8,087+115.9% | $4,299+306.3% |
| Admin fee / account holder | $5,689 | $5,887-3.4% | $7,899-28.0% | $6,940-18.0% |