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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 | $144,292 | $91,559+57.6% | $133,971+7.7% | $79,852+80.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 22.26% | 61.85%-39.6pp | 45.09%-22.8pp | 31.72%-9.5pp |
| Employer contribution / active EE | $3,388 | $2,384+42.1% | $3,919-13.6% | $2,471+37.1% |
| Participant deferral / active EE | $9,501 | $3,734+154.5% | $5,047+88.2% | $3,740+154.0% |
| Admin fee / account holder | $7,380 | $6,321+16.8% | $8,929-17.3% | $5,306+39.1% |