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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 | $188,658 | $78,197+141.3% | $98,090+92.3% | $82,637+128.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 19.17% | 40.25%-21.1pp | 37.05%-17.9pp | 53.51%-34.3pp |
| Employer contribution / active EE | $3,045 | $2,605+16.9% | $3,606-15.6% | $2,552+19.3% |
| Participant deferral / active EE | $21,685 | $6,636+226.8% | $7,845+176.4% | $4,126+425.6% |
| Admin fee / account holder | $1,683 | $14,832-88.7% | $11,815-85.8% | $7,339-77.1% |