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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 | $134,275 | $73,787+82.0% | $98,716+36.0% | $82,448+62.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 18.62% | 18.57%+0.1pp | 31.81%-13.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $10,193 | $1,511+574.5% | $2,279+347.4% | $2,551+299.6% |
| Participant deferral / active EE | $8,191 | $3,081+165.8% | $4,048+102.4% | $4,139+97.9% |
| Admin fee / account holder | $833 | $6,500-87.2% | $8,703-90.4% | $7,234-88.5% |