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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 | $168,597 | $91,559+84.1% | $133,978+25.8% | $79,856+111.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 23.51% | 61.85%-38.3pp | 45.10%-21.6pp | 31.71%-8.2pp |
| Employer contribution / active EE | $10,186 | $2,384+327.3% | $3,919+159.9% | $2,471+312.2% |
| Participant deferral / active EE | $7,636 | $3,734+104.5% | $5,047+51.3% | $3,741+104.1% |
| Admin fee / account holder | $1,873 | $6,321-70.4% | $8,930-79.0% | $5,306-64.7% |