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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 | $192,047 | $138,366+38.8% | $184,185+4.3% | $80,911+137.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.48% | 20.02%-8.5pp | 28.81%-17.3pp | 35.63%-24.1pp |
| Employer contribution / active EE | $8,425 | $4,849+73.8% | $6,426+31.1% | $2,756+205.7% |
| Participant deferral / active EE | $10,819 | $7,074+52.9% | $9,132+18.5% | $4,297+151.8% |
| Admin fee / account holder | $1,110 | $10,484-89.4% | $13,909-92.0% | $6,935-84.0% |