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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 | $150,951 | $87,834+71.9% | $133,975+12.7% | $62,881+140.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.91% | 12.05%-4.1pp | 29.29%-21.4pp | 20.14%-12.2pp |
| Employer contribution / active EE | $6,251 | $3,482+79.5% | $5,211+20.0% | $2,281+174.1% |
| Participant deferral / active EE | $8,080 | $4,812+67.9% | $6,282+28.6% | $3,203+152.3% |
| Admin fee / account holder | $1,715 | $5,372-68.1% | $9,324-81.6% | $4,296-60.1% |