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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 | $161,855 | $102,938+57.2% | $94,105+72.0% | $138,895+16.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 10.74% | 250.28%-239.5pp | 204.55%-193.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $7,441 | $2,732+172.4% | $2,504+197.1% | $4,194+77.4% |
| Participant deferral / active EE | $4,529 | $4,196+7.9% | $3,881+16.7% | $6,396-29.2% |
| Admin fee / account holder | $819 | $6,600-87.6% | $6,199-86.8% | $12,562-93.5% |