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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 | $141,344 | $103,393+36.7% | $87,103+62.3% | $152,909-7.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 30.14% | 28.10%+2.0pp | 28.19%+1.9pp | 345.46%-315.3pp |
| Employer contribution / active EE | $5,223 | $3,221+62.1% | $2,521+107.1% | $4,764+9.6% |
| Participant deferral / active EE | $6,070 | $4,778+27.0% | $4,049+49.9% | $5,851+3.7% |
| Admin fee / account holder | $2,082 | $12,195-82.9% | $7,491-72.2% | $11,601-82.1% |