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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 | $120,877 | $48,078+151.4% | $78,676+53.6% | $62,881+92.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.67% | 31.36%-21.7pp | 62.19%-52.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,143 | $2,015+6.4% | $2,850-24.8% | $2,281-6.1% |
| Participant deferral / active EE | $4,793 | $2,587+85.3% | $3,517+36.3% | $3,203+49.7% |
| Admin fee / account holder | $6,489 | $3,206+102.4% | $4,510+43.9% | $4,296+51.1% |