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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 | $242,752 | $135,956+78.6% | $123,894+95.9% | $273,972-11.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.98% | 56.63%-45.6pp | 47.52%-36.5pp | 41.46%-30.5pp |
| Employer contribution / active EE | $19,325 | $5,170+273.8% | $4,617+318.6% | $4,869+296.9% |
| Participant deferral / active EE | $13,817 | $6,343+117.8% | $5,984+130.9% | $5,287+161.3% |
| Admin fee / account holder | $1,340 | $9,817-86.3% | $8,357-84.0% | $10,133-86.8% |