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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 | $134,464 | $76,551+75.7% | $123,894+8.5% | $62,881+113.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.32% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $6,189 | $2,882+114.7% | $4,617+34.1% | $2,281+171.3% |
| Participant deferral / active EE | $9,976 | $4,840+106.1% | $5,984+66.7% | $3,203+211.5% |
| Admin fee / account holder | $2,183 | $4,826-54.8% | $8,357-73.9% | $4,296-49.2% |