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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 | $97,648+49.9% | $121,663+20.3% | $87,485+67.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 20.87% | 18.03%+2.8pp | 147.54%-126.7pp | 26.06%-5.2pp |
| Employer contribution / active EE | $4,029 | $2,300+75.1% | $3,020+33.4% | $2,596+55.2% |
| Participant deferral / active EE | $8,265 | $3,923+110.7% | $4,887+69.1% | $4,274+93.4% |
| Admin fee / account holder | $1,625 | $11,100-85.4% | $14,289-88.6% | $7,775-79.1% |