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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 | $137,813 | $86,288+59.7% | $111,306+23.8% | $85,851+60.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 18.85% | 19.99%-1.1pp | 54.67%-35.8pp | 318.63%-299.8pp |
| Employer contribution / active EE | $4,346 | $2,044+112.7% | $2,732+59.1% | $2,565+69.4% |
| Participant deferral / active EE | $6,649 | $3,641+82.6% | $4,488+48.2% | $3,952+68.2% |
| Admin fee / account holder | $7,167 | $8,189-12.5% | $7,966-10.0% | $6,261+14.5% |