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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 | $133,918 | $76,551+74.9% | $123,894+8.1% | $62,881+113.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.45% | 18.68%-8.2pp | 47.52%-37.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $2,736 | $2,882-5.1% | $4,617-40.7% | $2,281+20.0% |
| Participant deferral / active EE | $10,558 | $4,840+118.2% | $5,984+76.4% | $3,203+229.6% |
| Admin fee / account holder | $10,091 | $4,826+109.1% | $8,357+20.7% | $4,296+134.9% |