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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 | $156,429 | $94,031+66.4% | $115,768+35.1% | $82,448+89.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 12.98% | 20.61%-7.6pp | 100.46%-87.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $4,335 | $2,323+86.6% | $2,940+47.4% | $2,551+69.9% |
| Participant deferral / active EE | $6,360 | $3,972+60.1% | $4,917+29.4% | $4,139+53.7% |
| Admin fee / account holder | $11,939 | $10,249+16.5% | $12,439-4.0% | $7,234+65.0% |