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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 | $87,132+72.2% | $105,624+42.0% | $80,959+85.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 17.04% | 17.03%0pp | 116.20%-99.2pp | 35.67%-18.6pp |
| Employer contribution / active EE | $4,515 | $2,397+88.4% | $3,168+42.5% | $2,757+63.7% |
| Participant deferral / active EE | $8,514 | $3,985+113.6% | $5,013+69.8% | $4,300+98.0% |
| Admin fee / account holder | $8,286 | $8,449-1.9% | $10,961-24.4% | $6,925+19.6% |