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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 | $181,161 | $100,194+80.8% | $122,979+47.3% | $86,983+108.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 11.79% | 16.47%-4.7pp | 20.12%-8.3pp | 25.83%-14.0pp |
| Employer contribution / active EE | $8,314 | $2,326+257.5% | $3,062+171.5% | $2,584+221.7% |
| Participant deferral / active EE | $8,360 | $4,133+102.3% | $5,003+67.1% | $4,194+99.3% |
| Admin fee / account holder | $9,745 | $10,148-4.0% | $12,864-24.2% | $7,856+24.0% |