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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 | $141,376 | $87,106+62.3% | $105,607+33.9% | $80,935+74.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.63% | 17.01%-4.4pp | 116.11%-103.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $22,527 | $2,396+840.1% | $3,167+611.3% | $2,757+717.2% |
| Participant deferral / active EE | $5,629 | $3,986+41.2% | $5,011+12.3% | $4,299+30.9% |
| Admin fee / account holder | $5,536 | $8,447-34.5% | $10,958-49.5% | $6,924-20.0% |