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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 | $228,517 | $91,559+149.6% | $133,971+70.6% | $79,852+186.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.89% | 61.85%-48.0pp | 45.09%-31.2pp | 31.72%-17.8pp |
| Employer contribution / active EE | $4,482 | $2,384+88.0% | $3,919+14.4% | $2,471+81.4% |
| Participant deferral / active EE | $6,672 | $3,734+78.7% | $5,047+32.2% | $3,740+78.4% |
| Admin fee / account holder | $391 | $6,321-93.8% | $8,929-95.6% | $5,306-92.6% |