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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 | $45,050+143.0% | $63,018+73.8% | $70,126+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 | 87.62%-72.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $4,928 | $2,052+140.2% | $2,761+78.5% | $2,343+110.4% |
| Participant deferral / active EE | $4,994 | $2,466+102.6% | $3,330+50.0% | $3,332+49.9% |
| Admin fee / account holder | $8,702 | $2,834+207.1% | $3,601+141.7% | $4,645+87.3% |