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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 | $121,316 | $86,050+41.0% | $189,758-36.1% | $94,015+29.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.84% | 17.77%-2.9pp | 52.62%-37.8pp | 17.84%-3.0pp |
| Employer contribution / active EE | $6,235 | $2,819+121.2% | $4,767+30.8% | $2,790+123.5% |
| Participant deferral / active EE | $4,662 | $3,349+39.2% | $5,856-20.4% | $4,249+9.7% |
| Admin fee / account holder | $2,596 | $6,627-60.8% | $20,388-87.3% | $8,951-71.0% |