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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 | $96,731+58.2% | $123,973+23.4% | $86,983+75.9% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 13.96% | 17.33%-3.4pp | 388.13%-374.2pp | 25.83%-11.9pp |
| Employer contribution / active EE | $7,452 | $3,297+126.0% | $4,126+80.6% | $2,584+188.3% |
| Participant deferral / active EE | $7,882 | $4,152+89.8% | $5,247+50.2% | $4,194+88.0% |
| Admin fee / account holder | $7,121 | $8,722-18.4% | $11,799-39.6% | $7,856-9.4% |