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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 | $157,833 | $85,024+85.6% | $70,544+123.7% | $139,466+13.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 20.04% | 30.39%-10.4pp | 32.79%-12.8pp | 373.66%-353.6pp |
| Employer contribution / active EE | $4,868 | $3,912+24.4% | $2,976+63.6% | $4,754+2.4% |
| Participant deferral / active EE | $5,892 | $5,8910% | $4,568+29.0% | $6,712-12.2% |
| Admin fee / account holder | $2,006 | $8,928-77.5% | $6,427-68.8% | $11,409-82.4% |