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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 | $213,131 | $135,956+56.8% | $123,894+72.0% | $273,972-22.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.03% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $26,461 | $5,170+411.8% | $4,617+473.1% | $4,869+443.5% |
| Participant deferral / active EE | $14,085 | $6,343+122.1% | $5,984+135.4% | $5,287+166.4% |
| Admin fee / account holder | $2,927 | $9,817-70.2% | $8,357-65.0% | $10,133-71.1% |