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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 | $109,495 | $45,041+143.1% | $63,003+73.8% | $70,131+56.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.95% | 18.76%-3.8pp | 87.59%-72.6pp | 73.14%-58.2pp |
| Employer contribution / active EE | $4,928 | $2,052+140.1% | $2,760+78.5% | $2,342+110.4% |
| Participant deferral / active EE | $4,994 | $2,465+102.6% | $3,329+50.0% | $3,332+49.9% |
| Admin fee / account holder | $8,702 | $2,836+206.9% | $3,600+141.7% | $4,645+87.3% |