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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 | $152,109 | $76,551+98.7% | $123,894+22.8% | $62,881+141.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.53% | 18.68%-9.1pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $7,728 | $2,882+168.1% | $4,617+67.4% | $2,281+238.8% |
| Participant deferral / active EE | $7,481 | $4,840+54.6% | $5,984+25.0% | $3,203+133.6% |
| Admin fee / account holder | $343 | $4,826-92.9% | $8,357-95.9% | $4,296-92.0% |