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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 | $133,154 | $91,559+45.4% | $133,978-0.6% | $79,856+66.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.76% | 61.85%-45.1pp | 45.10%-28.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,566 | $2,384+133.5% | $3,919+42.0% | $2,471+125.2% |
| Participant deferral / active EE | $7,706 | $3,734+106.4% | $5,047+52.7% | $3,741+106.0% |
| Admin fee / account holder | $1,259 | $6,321-80.1% | $8,930-85.9% | $5,306-76.3% |