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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 | $165,687 | $87,733+88.9% | $106,555+55.5% | $85,847+93.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 23.83% | 21.86%+2.0pp | 26.80%-3.0pp | 318.61%-294.8pp |
| Employer contribution / active EE | $4,773 | $2,073+130.3% | $2,819+69.3% | $2,565+86.1% |
| Participant deferral / active EE | $5,057 | $3,469+45.8% | $4,399+15.0% | $3,952+28.0% |
| Admin fee / account holder | $5,361 | $6,767-20.8% | $7,408-27.6% | $6,261-14.4% |