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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 | $190,078 | $101,798+86.7% | $165,071+15.1% | $80,935+134.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.61% | 16.73%-4.1pp | 70.17%-57.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $6,890 | $2,954+133.2% | $4,347+58.5% | $2,757+149.9% |
| Participant deferral / active EE | $5,418 | $4,476+21.0% | $6,035-10.2% | $4,299+26.0% |
| Admin fee / account holder | $2,014 | $8,221-75.5% | $12,695-84.1% | $6,924-70.9% |