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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 | $236,575 | $136,860+72.9% | $120,344+96.6% | $154,746+52.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.19% | 21.38%-2.2pp | 20.30%-1.1pp | 172.34%-153.1pp |
| Employer contribution / active EE | $7,070 | $3,533+100.1% | $3,020+134.1% | $4,379+61.4% |
| Participant deferral / active EE | $6,175 | $5,793+6.6% | $5,135+20.3% | $6,730-8.3% |
| Admin fee / account holder | $2,379 | $15,393-84.5% | $12,742-81.3% | $14,365-83.4% |