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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 | $140,809 | $115,911+21.5% | $100,530+40.1% | $158,950-11.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.51% | 34.80%-15.3pp | 30.89%-11.4pp | 302.91%-283.4pp |
| Employer contribution / active EE | $7,971 | $4,104+94.2% | $3,418+133.2% | $4,762+67.4% |
| Participant deferral / active EE | $2,813 | $6,676-57.9% | $6,271-55.1% | $5,983-53.0% |
| Admin fee / account holder | $1,203 | $10,999-89.1% | $8,083-85.1% | $11,248-89.3% |