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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 | $227,162 | $153,769+47.7% | $133,975+69.6% | $273,972-17.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.93% | 36.51%-26.6pp | 29.29%-19.4pp | 41.46%-31.5pp |
| Employer contribution / active EE | $21,460 | $6,029+256.0% | $5,211+311.8% | $4,869+340.8% |
| Participant deferral / active EE | $18,283 | $6,958+162.8% | $6,282+191.1% | $5,287+245.8% |
| Admin fee / account holder | $5,888 | $11,765-50.0% | $9,324-36.9% | $10,133-41.9% |