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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 | $136,963 | $90,674+51.1% | $96,707+41.6% | $82,448+66.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 15.81% | 49.05%-33.2pp | 34.78%-19.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,731 | $3,975-6.1% | $4,191-11.0% | $2,551+46.3% |
| Participant deferral / active EE | $10,450 | $5,696+83.5% | $5,997+74.3% | $4,139+152.5% |
| Admin fee / account holder | $1,942 | $7,568-74.3% | $7,503-74.1% | $7,234-73.2% |