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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 | $138,308 | $76,551+80.7% | $123,894+11.6% | $62,881+120.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.08% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $11,371 | $2,882+294.5% | $4,617+146.3% | $2,281+398.5% |
| Participant deferral / active EE | $8,788 | $4,840+81.6% | $5,984+46.9% | $3,203+174.4% |
| Admin fee / account holder | $747 | $4,826-84.5% | $8,357-91.1% | $4,296-82.6% |