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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 | $175,783 | $91,559+92.0% | $133,978+31.2% | $79,856+120.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.69% | 61.85%-51.2pp | 45.10%-34.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $8,434 | $2,384+253.8% | $3,919+115.2% | $2,471+241.3% |
| Participant deferral / active EE | $1,827 | $3,734-51.1% | $5,047-63.8% | $3,741-51.1% |
| Admin fee / account holder | $5,890 | $6,321-6.8% | $8,930-34.0% | $5,306+11.0% |