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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 | $152,661 | $49,249+210.0% | $70,476+116.6% | $79,852+91.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.65% | 30.09%-19.4pp | 109.12%-98.5pp | 31.72%-21.1pp |
| Employer contribution / active EE | $4,803 | $2,100+128.7% | $2,738+75.4% | $2,471+94.3% |
| Participant deferral / active EE | $4,486 | $2,769+62.0% | $3,710+20.9% | $3,740+19.9% |
| Admin fee / account holder | $4,861 | $2,878+68.9% | $3,847+26.4% | $5,306-8.4% |