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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 | $150,020 | $87,037+72.4% | $106,201+41.3% | $80,874+85.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 17.04% | 17.05%0pp | 116.26%-99.2pp | 35.62%-18.6pp |
| Employer contribution / active EE | $4,515 | $2,396+88.4% | $3,170+42.4% | $2,756+63.8% |
| Participant deferral / active EE | $8,514 | $3,986+113.6% | $5,012+69.9% | $4,297+98.1% |
| Admin fee / account holder | $8,286 | $8,434-1.8% | $11,039-24.9% | $6,935+19.5% |