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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 | $149,462 | $78,423+90.6% | $95,964+55.7% | $79,856+87.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 33.67% | 19.37%+14.3pp | 91.64%-58.0pp | 31.71%+2.0pp |
| Employer contribution / active EE | $3,840 | $1,945+97.4% | $2,541+51.1% | $2,471+55.4% |
| Participant deferral / active EE | $4,575 | $3,440+33.0% | $4,167+9.8% | $3,741+22.3% |
| Admin fee / account holder | $4,697 | $5,622-16.4% | $6,797-30.9% | $5,306-11.5% |