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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 | $161,188 | $93,598+72.2% | $135,974+18.5% | $75,173+114.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.96% | 30.89%-9.9pp | 68.30%-47.3pp | 160.72%-139.8pp |
| Employer contribution / active EE | $5,259 | $3,538+48.6% | $4,859+8.2% | $2,671+96.9% |
| Participant deferral / active EE | $10,519 | $6,405+64.2% | $7,760+35.6% | $4,126+154.9% |
| Admin fee / account holder | $917 | $6,978-86.9% | $10,767-91.5% | $5,651-83.8% |