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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 | $150,298 | $78,428+91.6% | $95,960+56.6% | $79,852+88.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 20.78% | 19.37%+1.4pp | 91.63%-70.9pp | 31.72%-10.9pp |
| Employer contribution / active EE | $11,311 | $1,945+481.4% | $2,541+345.1% | $2,471+357.7% |
| Participant deferral / active EE | $13,159 | $3,440+282.5% | $4,167+215.8% | $3,740+251.8% |
| Admin fee / account holder | $2,151 | $5,622-61.7% | $6,797-68.4% | $5,306-59.5% |