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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 | $140,032 | $54,368+157.6% | $117,039+19.6% | $62,293+124.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 23.21% | 21.77%+1.4pp | 18.95%+4.3pp | 28.90%-5.7pp |
| Employer contribution / active EE | $6,267 | $1,692+270.4% | $3,785+65.6% | $2,042+206.9% |
| Participant deferral / active EE | $4,555 | $2,269+100.8% | $3,929+15.9% | $3,169+43.7% |
| Admin fee / account holder | $903 | $493+83.0% | $5,974-84.9% | $479+88.3% |