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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 | $140,201 | $76,551+83.1% | $123,894+13.2% | $62,881+123.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.13% | 18.68%-7.5pp | 47.52%-36.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $5,800 | $2,882+101.2% | $4,617+25.6% | $2,281+154.3% |
| Participant deferral / active EE | $8,387 | $4,840+73.3% | $5,984+40.1% | $3,203+161.8% |
| Admin fee / account holder | $9,704 | $4,826+101.1% | $8,357+16.1% | $4,296+125.9% |