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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 | $192,528 | $135,956+41.6% | $123,894+55.4% | $273,972-29.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.27% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $13,250 | $5,170+156.3% | $4,617+187.0% | $4,869+172.2% |
| Participant deferral / active EE | $7,013 | $6,343+10.6% | $5,984+17.2% | $5,287+32.6% |
| Admin fee / account holder | $771 | $9,817-92.1% | $8,357-90.8% | $10,133-92.4% |