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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 | $64,517+77.7% | $81,438+40.8% | $80,874+41.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 62.33% | 16.35%+46.0pp | 24.74%+37.6pp | 35.62%+26.7pp |
| Employer contribution / active EE | $3,437 | $1,982+73.4% | $2,460+39.7% | $2,756+24.7% |
| Participant deferral / active EE | $6,399 | $3,096+106.7% | $3,883+64.8% | $4,297+48.9% |
| Admin fee / account holder | $6,779 | $5,677+19.4% | $5,764+17.6% | $6,935-2.3% |