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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 | $116,471 | $43,075+170.4% | $74,577+56.2% | $62,881+85.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 9.11% | 17.50%-8.4pp | 20.47%-11.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $6,950 | $1,498+364.1% | $2,525+175.2% | $2,281+204.7% |
| Participant deferral / active EE | $2,850 | $2,389+19.3% | $3,458-17.6% | $3,203-11.0% |
| Admin fee / account holder | $3,941 | $2,840+38.8% | $4,138-4.8% | $4,296-8.3% |