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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 | $112,846 | $78,423+43.9% | $95,964+17.6% | $79,856+41.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.60% | 19.37%-6.8pp | 91.64%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $4,222 | $1,945+117.0% | $2,541+66.1% | $2,471+70.8% |
| Participant deferral / active EE | $4,870 | $3,440+41.6% | $4,167+16.9% | $3,741+30.2% |
| Admin fee / account holder | $7,309 | $5,622+30.0% | $6,797+7.5% | $5,306+37.7% |