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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 | $141,852 | $78,197+81.4% | $98,090+44.6% | $82,637+71.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 20.16% | 40.25%-20.1pp | 37.05%-16.9pp | 53.51%-33.3pp |
| Employer contribution / active EE | $5,428 | $2,605+108.4% | $3,606+50.5% | $2,552+112.7% |
| Participant deferral / active EE | $7,293 | $6,636+9.9% | $7,845-7.0% | $4,126+76.8% |
| Admin fee / account holder | $649 | $14,832-95.6% | $11,815-94.5% | $7,339-91.2% |