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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 | $204,903 | $106,524+92.4% | $152,301+34.5% | $87,485+134.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.05% | 26.89%-11.8pp | 80.50%-65.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $5,008 | $3,371+48.5% | $4,624+8.3% | $2,596+92.9% |
| Participant deferral / active EE | $12,646 | $6,525+93.8% | $8,004+58.0% | $4,274+195.9% |
| Admin fee / account holder | $361 | $8,287-95.6% | $14,398-97.5% | $7,775-95.4% |