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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 | $153,012 | $93,345+63.9% | $119,126+28.4% | $87,485+74.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 13.96% | 19.08%-5.1pp | 282.11%-268.1pp | 26.06%-12.1pp |
| Employer contribution / active EE | $7,452 | $3,172+135.0% | $4,034+84.7% | $2,596+187.0% |
| Participant deferral / active EE | $7,882 | $4,099+92.3% | $5,318+48.2% | $4,274+84.4% |
| Admin fee / account holder | $7,121 | $8,039-11.4% | $10,693-33.4% | $7,775-8.4% |