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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 | $236,786 | $118,496+99.8% | $98,461+140.5% | $139,466+69.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.22% | 18.96%+4.3pp | 21.17%+2.0pp | 373.66%-350.4pp |
| Employer contribution / active EE | $8,548 | $3,611+136.8% | $3,049+180.4% | $4,754+79.8% |
| Participant deferral / active EE | $6,183 | $5,393+14.7% | $4,738+30.5% | $6,712-7.9% |
| Admin fee / account holder | $6,717 | $14,056-52.2% | $8,961-25.0% | $11,409-41.1% |