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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 | $84,033 | $106,524-21.1% | $152,301-44.8% | $87,485-3.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 20.34% | 26.89%-6.5pp | 80.50%-60.2pp | 26.06%-5.7pp |
| Employer contribution / active EE | $9,319 | $3,371+176.4% | $4,624+101.5% | $2,596+258.9% |
| Participant deferral / active EE | $25,812 | $6,525+295.6% | $8,004+222.5% | $4,274+504.0% |
| Admin fee / account holder | $14,812 | $8,287+78.7% | $14,398+2.9% | $7,775+90.5% |