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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 | $146,328 | $101,950+43.5% | $125,529+16.6% | $86,983+68.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 20.87% | 18.29%+2.6pp | 202.56%-181.7pp | 25.83%-5.0pp |
| Employer contribution / active EE | $4,029 | $2,358+70.8% | $3,058+31.8% | $2,584+55.9% |
| Participant deferral / active EE | $8,265 | $3,862+114.0% | $4,813+71.7% | $4,194+97.1% |
| Admin fee / account holder | $1,625 | $12,791-87.3% | $16,298-90.0% | $7,856-79.3% |