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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 | $162,462 | $93,598+73.6% | $135,974+19.5% | $75,173+116.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.91% | 30.89%-13.0pp | 68.30%-50.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $4,621 | $3,538+30.6% | $4,859-4.9% | $2,671+73.0% |
| Participant deferral / active EE | $12,545 | $6,405+95.8% | $7,760+61.7% | $4,126+204.0% |
| Admin fee / account holder | $302 | $6,978-95.7% | $10,767-97.2% | $5,651-94.7% |