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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 | $107,798 | $39,132+175.5% | $57,196+88.5% | $62,881+71.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.38% | 9.24%-2.9pp | 14.59%-8.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $5,019 | $1,874+167.9% | $2,683+87.1% | $2,281+120.1% |
| Participant deferral / active EE | $4,695 | $2,374+97.8% | $3,096+51.6% | $3,203+46.6% |
| Admin fee / account holder | $1,288 | $2,594-50.3% | $3,141-59.0% | $4,296-70.0% |