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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 | $225,115 | $155,555+44.7% | $146,866+53.3% | $155,188+45.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.40% | 115.41%-104.0pp | 102.85%-91.5pp | 148.84%-137.4pp |
| Employer contribution / active EE | $8,275 | $4,647+78.1% | $4,425+87.0% | $4,248+94.8% |
| Participant deferral / active EE | $16,550 | $8,044+105.7% | $7,759+113.3% | $6,531+153.4% |
| Admin fee / account holder | $2,645 | $14,755-82.1% | $13,620-80.6% | $14,480-81.7% |