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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 | $153,039 | $115,225+32.8% | $100,712+52.0% | $138,895+10.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 84.69% | 40.35%+44.3pp | 33.27%+51.4pp | 145.39%-60.7pp |
| Employer contribution / active EE | $5,694 | $2,771+105.5% | $2,313+146.2% | $4,194+35.8% |
| Participant deferral / active EE | $14,361 | $4,699+205.6% | $4,085+251.5% | $6,396+124.5% |
| Admin fee / account holder | $1,592 | $10,844-85.3% | $9,256-82.8% | $12,562-87.3% |