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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 | $122,749 | $81,446+50.7% | $103,374+18.7% | $80,874+51.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.45% | 25.57%-14.1pp | 24.89%-13.4pp | 35.62%-24.2pp |
| Employer contribution / active EE | $12,031 | $3,107+287.2% | $3,869+210.9% | $2,756+336.6% |
| Participant deferral / active EE | $6,324 | $3,870+63.4% | $5,058+25.0% | $4,297+47.2% |
| Admin fee / account holder | $1,770 | $6,715-73.6% | $8,394-78.9% | $6,935-74.5% |