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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 | $154,625 | $78,423+97.2% | $95,964+61.1% | $79,856+93.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.10% | 19.37%-4.3pp | 91.64%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,177 | $1,945+63.3% | $2,541+25.0% | $2,471+28.5% |
| Participant deferral / active EE | $5,321 | $3,440+54.7% | $4,167+27.7% | $3,741+42.2% |
| Admin fee / account holder | $947 | $5,622-83.1% | $6,797-86.1% | $5,306-82.1% |