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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 | $168,741 | $91,559+84.3% | $133,971+26.0% | $79,852+111.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.15% | 61.85%-44.7pp | 45.09%-27.9pp | 31.72%-14.6pp |
| Employer contribution / active EE | $7,209 | $2,384+202.4% | $3,919+83.9% | $2,471+191.7% |
| Participant deferral / active EE | $9,234 | $3,734+147.3% | $5,047+83.0% | $3,740+146.9% |
| Admin fee / account holder | $1,179 | $6,321-81.3% | $8,929-86.8% | $5,306-77.8% |