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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 | $115,639 | $76,551+51.1% | $123,894-6.7% | $62,881+83.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 40.77% | 18.68%+22.1pp | 47.52%-6.8pp | 20.14%+20.6pp |
| Employer contribution / active EE | $5,015 | $2,882+74.0% | $4,617+8.6% | $2,281+119.9% |
| Participant deferral / active EE | $8,060 | $4,840+66.5% | $5,984+34.7% | $3,203+151.7% |
| Admin fee / account holder | $6,409 | $4,826+32.8% | $8,357-23.3% | $4,296+49.2% |