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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 | $218,006 | $91,559+138.1% | $133,978+62.7% | $79,856+173.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.03% | 61.85%-44.8pp | 45.10%-28.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,753 | $2,384+15.5% | $3,919-29.7% | $2,471+11.4% |
| Participant deferral / active EE | $6,790 | $3,734+81.9% | $5,047+34.5% | $3,741+81.5% |
| Admin fee / account holder | $3,291 | $6,321-47.9% | $8,930-63.1% | $5,306-38.0% |