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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 | $147,703 | $76,551+92.9% | $123,894+19.2% | $62,881+134.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.69% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $5,062 | $2,882+75.6% | $4,617+9.6% | $2,281+121.9% |
| Participant deferral / active EE | $10,838 | $4,840+123.9% | $5,984+81.1% | $3,203+238.4% |
| Admin fee / account holder | $2,971 | $4,826-38.4% | $8,357-64.4% | $4,296-30.8% |