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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 | $98,603 | $54,763+80.1% | $90,324+9.2% | $72,976+35.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.55% | 30.63%-9.1pp | 78.15%-56.6pp | 81.02%-59.5pp |
| Employer contribution / active EE | $4,238 | $2,093+102.5% | $2,856+48.4% | $2,440+73.7% |
| Participant deferral / active EE | $6,245 | $2,887+116.3% | $3,885+60.7% | $3,608+73.1% |
| Admin fee / account holder | $484 | $3,973-87.8% | $5,356-91.0% | $5,124-90.5% |