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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 | $206,045 | $81,331+153.3% | $155,534+32.5% | $80,935+154.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.46% | 33.37%-15.9pp | 64.92%-47.5pp | 35.66%-18.2pp |
| Employer contribution / active EE | $5,083 | $3,105+63.7% | $4,675+8.7% | $2,757+84.4% |
| Participant deferral / active EE | $6,060 | $3,454+75.4% | $5,630+7.6% | $4,299+40.9% |
| Admin fee / account holder | $991 | $7,999-87.6% | $15,900-93.8% | $6,924-85.7% |