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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 | $221,142 | $93,598+136.3% | $135,974+62.6% | $75,173+194.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.89% | 30.89%-15.0pp | 68.30%-52.4pp | 160.72%-144.8pp |
| Employer contribution / active EE | $5,107 | $3,538+44.3% | $4,859+5.1% | $2,671+91.2% |
| Participant deferral / active EE | $10,985 | $6,405+71.5% | $7,760+41.6% | $4,126+166.2% |
| Admin fee / account holder | $395 | $6,978-94.3% | $10,767-96.3% | $5,651-93.0% |