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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 | $155,671 | $98,776+57.6% | $149,745+4.0% | $79,856+94.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.56% | 27.38%-9.8pp | 276.72%-259.2pp | 31.71%-14.1pp |
| Employer contribution / active EE | $7,139 | $3,217+121.9% | $4,646+53.7% | $2,471+188.9% |
| Participant deferral / active EE | $6,661 | $5,681+17.2% | $6,843-2.7% | $3,741+78.1% |
| Admin fee / account holder | $764 | $6,053-87.4% | $9,312-91.8% | $5,306-85.6% |