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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 | $173,769 | $99,875+74.0% | $146,866+18.3% | $86,983+99.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.11% | 28.10%-9.0pp | 102.85%-83.7pp | 25.83%-6.7pp |
| Employer contribution / active EE | $4,720 | $3,224+46.4% | $4,425+6.7% | $2,584+82.6% |
| Participant deferral / active EE | $4,045 | $6,322-36.0% | $7,759-47.9% | $4,194-3.6% |
| Admin fee / account holder | $2,309 | $7,838-70.5% | $13,620-83.0% | $7,856-70.6% |