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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 | $225,640 | $86,050+162.2% | $189,758+18.9% | $94,015+140.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 20.92% | 17.77%+3.1pp | 52.62%-31.7pp | 17.84%+3.1pp |
| Employer contribution / active EE | $6,661 | $2,819+136.3% | $4,767+39.8% | $2,790+138.7% |
| Participant deferral / active EE | $5,391 | $3,349+61.0% | $5,856-7.9% | $4,249+26.9% |
| Admin fee / account holder | $6,039 | $6,627-8.9% | $20,388-70.4% | $8,951-32.5% |