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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 | $151,982 | $106,247+43.0% | $96,515+57.5% | $139,466+9.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 38.42% | 38.47%0pp | 35.73%+2.7pp | 373.66%-335.2pp |
| Employer contribution / active EE | $13,837 | $4,106+237.0% | $3,740+270.0% | $4,754+191.1% |
| Participant deferral / active EE | $7,427 | $5,456+36.1% | $4,880+52.2% | $6,712+10.7% |
| Admin fee / account holder | $2,551 | $7,885-67.7% | $6,735-62.1% | $11,409-77.6% |