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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 | $163,315 | $93,598+74.5% | $135,974+20.1% | $75,173+117.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.67% | 30.89%-13.2pp | 68.30%-50.6pp | 160.72%-143.1pp |
| Employer contribution / active EE | $6,404 | $3,538+81.0% | $4,859+31.8% | $2,671+139.8% |
| Participant deferral / active EE | $9,727 | $6,405+51.9% | $7,760+25.4% | $4,126+135.7% |
| Admin fee / account holder | $869 | $6,978-87.5% | $10,767-91.9% | $5,651-84.6% |