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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 | $152,676 | $69,977+118.2% | $108,582+40.6% | $62,881+142.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 21.60% | 10.73%+10.9pp | -51.70%+73.3pp | 20.14%+1.5pp |
| Employer contribution / active EE | $9,503 | $2,135+345.1% | $3,758+152.8% | $2,281+316.6% |
| Participant deferral / active EE | $3,374 | $3,165+6.6% | $4,311-21.7% | $3,203+5.3% |
| Admin fee / account holder | $399 | $5,076-92.1% | $7,645-94.8% | $4,296-90.7% |