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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 | $141,968 | $76,551+85.5% | $123,894+14.6% | $62,881+125.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 13.32% | 18.68%-5.4pp | 47.52%-34.2pp | 20.14%-6.8pp |
| Employer contribution / active EE | $3,993 | $2,882+38.5% | $4,617-13.5% | $2,281+75.1% |
| Participant deferral / active EE | $8,735 | $4,840+80.5% | $5,984+46.0% | $3,203+172.7% |
| Admin fee / account holder | $2,668 | $4,826-44.7% | $8,357-68.1% | $4,296-37.9% |