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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 | $196,425 | $106,749+84.0% | $145,433+35.1% | $82,448+138.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.44% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,922 | $3,444+71.9% | $4,554+30.0% | $2,551+132.1% |
| Participant deferral / active EE | $10,486 | $6,519+60.9% | $7,897+32.8% | $4,139+153.3% |
| Admin fee / account holder | $5,873 | $8,390-30.0% | $13,129-55.3% | $7,234-18.8% |