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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 | $178,693 | $76,551+133.4% | $123,894+44.2% | $62,881+184.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 13.01% | 18.68%-5.7pp | 47.52%-34.5pp | 20.14%-7.1pp |
| Employer contribution / active EE | $8,594 | $2,882+198.2% | $4,617+86.2% | $2,281+276.8% |
| Participant deferral / active EE | $8,239 | $4,840+70.2% | $5,984+37.7% | $3,203+157.2% |
| Admin fee / account holder | $4,550 | $4,826-5.7% | $8,357-45.6% | $4,296+5.9% |