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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 | $117,263 | $56,287+108.3% | $80,977+44.8% | $62,881+86.5% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 12.51% | 22.13%-9.6pp | 17.11%-4.6pp | 20.14%-7.6pp |
| Employer contribution / active EE | $7,970 | $1,943+310.2% | $3,715+114.5% | $2,281+249.4% |
| Participant deferral / active EE | $9,939 | $4,196+136.9% | $5,696+74.5% | $3,203+210.3% |
| Admin fee / account holder | $2,313 | $3,742-38.2% | $5,517-58.1% | $4,296-46.2% |