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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 | $160,856 | $96,558+66.6% | $80,977+98.6% | $273,972-41.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.32% | 15.14%-6.8pp | 17.11%-8.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $13,371 | $4,869+174.6% | $3,715+260.0% | $4,869+174.6% |
| Participant deferral / active EE | $7,706 | $6,598+16.8% | $5,696+35.3% | $5,287+45.8% |
| Admin fee / account holder | $741 | $7,493-90.1% | $5,517-86.6% | $10,133-92.7% |