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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 | $107,575 | $78,428+37.2% | $95,960+12.1% | $79,852+34.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.20% | 19.37%-4.2pp | 91.63%-76.4pp | 31.72%-16.5pp |
| Employer contribution / active EE | $4,203 | $1,945+116.1% | $2,541+65.4% | $2,471+70.1% |
| Participant deferral / active EE | $4,898 | $3,440+42.4% | $4,167+17.6% | $3,740+31.0% |
| Admin fee / account holder | $1,210 | $5,622-78.5% | $6,797-82.2% | $5,306-77.2% |