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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 | $246,954 | $181,896+35.8% | $156,551+57.7% | $273,972-9.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.64% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $13,440 | $6,248+115.1% | $5,501+144.3% | $4,869+176.0% |
| Participant deferral / active EE | $8,697 | $5,550+56.7% | $4,871+78.5% | $5,287+64.5% |
| Admin fee / account holder | $1,243 | $15,560-92.0% | $13,028-90.5% | $10,133-87.7% |