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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 | $190,266 | $77,472+145.6% | $100,392+89.5% | $80,935+135.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 16.43% | 37.26%-20.8pp | 49.45%-33.0pp | 35.66%-19.2pp |
| Employer contribution / active EE | $7,466 | $2,800+166.6% | $3,941+89.4% | $2,757+170.8% |
| Participant deferral / active EE | $9,865 | $6,818+44.7% | $8,090+21.9% | $4,299+129.4% |
| Admin fee / account holder | $779 | $5,885-86.8% | $7,904-90.1% | $6,924-88.8% |