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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 | $195,003 | $81,504+139.3% | $102,437+90.4% | $80,959+140.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 25.10% | 25.60%-0.5pp | 24.95%+0.2pp | 35.67%-10.6pp |
| Employer contribution / active EE | $11,454 | $3,104+269.1% | $3,871+195.9% | $2,757+315.4% |
| Participant deferral / active EE | $10,986 | $3,871+183.8% | $5,060+117.1% | $4,300+155.5% |
| Admin fee / account holder | $7,551 | $6,719+12.4% | $8,388-10.0% | $6,925+9.0% |