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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 | $114,652 | $63,809+79.7% | $81,353+40.9% | $80,935+41.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 62.33% | 16.37%+46.0pp | 24.82%+37.5pp | 35.66%+26.7pp |
| Employer contribution / active EE | $3,437 | $1,981+73.5% | $2,464+39.5% | $2,757+24.7% |
| Participant deferral / active EE | $6,399 | $3,093+106.9% | $3,885+64.7% | $4,299+48.8% |
| Admin fee / account holder | $6,779 | $5,686+19.2% | $5,766+17.6% | $6,924-2.1% |