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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 | $132,735 | $83,485+59.0% | $125,195+6.0% | $72,976+81.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.79% | 25.77%-4.0pp | 43.79%-22.0pp | 81.02%-59.2pp |
| Employer contribution / active EE | $5,737 | $2,346+144.6% | $3,866+48.4% | $2,440+135.1% |
| Participant deferral / active EE | $6,351 | $3,586+77.1% | $4,937+28.6% | $3,608+76.0% |
| Admin fee / account holder | $2,125 | $5,518-61.5% | $9,704-78.1% | $5,124-58.5% |