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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 | $121,003 | $71,215+69.9% | $93,696+29.1% | $80,935+49.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.07% | 11.27%+1.8pp | 133.74%-120.7pp | 35.66%-22.6pp |
| Employer contribution / active EE | $3,863 | $1,565+146.8% | $2,422+59.5% | $2,757+40.1% |
| Participant deferral / active EE | $5,051 | $4,037+25.1% | $4,417+14.4% | $4,299+17.5% |
| Admin fee / account holder | $511 | $6,958-92.7% | $8,287-93.8% | $6,924-92.6% |