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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 | $176,344 | $58,851+199.6% | $115,170+53.1% | $72,975+141.6% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 20.02% | 23.16%-3.1pp | 35.60%-15.6pp | 81.01%-61.0pp |
| Employer contribution / active EE | $5,447 | $1,798+202.9% | $3,179+71.3% | $2,440+123.2% |
| Participant deferral / active EE | $8,532 | $2,643+222.9% | $4,169+104.7% | $3,608+136.5% |
| Admin fee / account holder | $1,154 | $6,370-81.9% | $7,089-83.7% | $5,124-77.5% |