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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 | $134,038 | $56,894+135.6% | $84,753+58.2% | $62,881+113.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 100.49% | 6.30%+94.2pp | 22.78%+77.7pp | 20.14%+80.3pp |
| Employer contribution / active EE | $5,451 | $2,400+127.1% | $3,574+52.5% | $2,281+139.0% |
| Participant deferral / active EE | $4,902 | $2,709+80.9% | $3,712+32.1% | $3,203+53.0% |
| Admin fee / account holder | $641 | $3,581-82.1% | $5,333-88.0% | $4,296-85.1% |