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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 | $128,998 | $76,551+68.5% | $123,894+4.1% | $62,881+105.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.18% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $7,777 | $2,882+169.8% | $4,617+68.5% | $2,281+241.0% |
| Participant deferral / active EE | $4,997 | $4,840+3.2% | $5,984-16.5% | $3,203+56.0% |
| Admin fee / account holder | $4,860 | $4,826+0.7% | $8,357-41.8% | $4,296+13.1% |