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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 | $227,565 | $100,970+125.4% | $96,576+135.6% | $137,256+65.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.98% | 38.16%-20.2pp | 38.47%-20.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $10,745 | $3,809+182.1% | $3,553+202.4% | $4,156+158.5% |
| Participant deferral / active EE | $15,000 | $8,286+81.0% | $7,956+88.5% | $6,407+134.1% |
| Admin fee / account holder | $2,122 | $11,312-81.2% | $11,381-81.4% | $12,270-82.7% |