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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 | $135,185 | $76,551+76.6% | $123,894+9.1% | $62,881+115.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 41.17% | 18.68%+22.5pp | 47.52%-6.4pp | 20.14%+21.0pp |
| Employer contribution / active EE | $15,603 | $2,882+441.3% | $4,617+238.0% | $2,281+584.1% |
| Participant deferral / active EE | $6,838 | $4,840+41.3% | $5,984+14.3% | $3,203+113.5% |
| Admin fee / account holder | $3,506 | $4,826-27.3% | $8,357-58.0% | $4,296-18.4% |