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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 | $192,389 | $91,559+110.1% | $133,978+43.6% | $79,856+140.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.15% | 61.85%-46.7pp | 45.10%-29.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,426 | $2,384+1.8% | $3,919-38.1% | $2,471-1.8% |
| Participant deferral / active EE | $7,010 | $3,734+87.7% | $5,047+38.9% | $3,741+87.4% |
| Admin fee / account holder | $1,466 | $6,321-76.8% | $8,930-83.6% | $5,306-72.4% |