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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 | $182,902 | $76,551+138.9% | $123,894+47.6% | $62,881+190.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.59% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,503 | $2,882+56.2% | $4,617-2.5% | $2,281+97.4% |
| Participant deferral / active EE | $7,203 | $4,840+48.8% | $5,984+20.4% | $3,203+124.9% |
| Admin fee / account holder | $4,007 | $4,826-17.0% | $8,357-52.1% | $4,296-6.7% |