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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 | $106,864+91.7% | $147,318+39.1% | $82,637+148.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.05% | 27.49%-12.4pp | 70.43%-55.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $5,008 | $3,417+46.6% | $4,593+9.0% | $2,552+96.2% |
| Participant deferral / active EE | $12,646 | $6,496+94.7% | $7,906+60.0% | $4,126+206.5% |
| Admin fee / account holder | $361 | $8,415-95.7% | $13,708-97.4% | $7,339-95.1% |