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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 | $76,834+74.8% | $108,359+23.9% | $87,485+53.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 18.62% | 19.09%-0.5pp | 36.89%-18.3pp | 26.06%-7.4pp |
| Employer contribution / active EE | $10,193 | $1,556+554.9% | $2,399+324.8% | $2,596+292.6% |
| Participant deferral / active EE | $8,191 | $3,100+164.2% | $4,137+98.0% | $4,274+91.7% |
| Admin fee / account holder | $833 | $6,537-87.3% | $9,741-91.4% | $7,775-89.3% |