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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 | $144,788 | $77,358+87.2% | $102,184+41.7% | $87,485+65.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 19.28% | 41.11%-21.8pp | 31.58%-12.3pp | 26.06%-6.8pp |
| Employer contribution / active EE | $9,495 | $2,562+270.6% | $3,594+164.2% | $2,596+265.7% |
| Participant deferral / active EE | $17,822 | $6,753+163.9% | $8,309+114.5% | $4,274+317.0% |
| Admin fee / account holder | $2,065 | $6,809-69.7% | $11,609-82.2% | $7,775-73.4% |