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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 | $224,014 | $145,431+54.0% | $211,142+6.1% | $87,485+156.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 16.33% | 27.21%-10.9pp | 46.84%-30.5pp | 26.06%-9.7pp |
| Employer contribution / active EE | $6,075 | $4,662+30.3% | $6,442-5.7% | $2,596+134.0% |
| Participant deferral / active EE | $14,555 | $6,859+112.2% | $9,284+56.8% | $4,274+240.6% |
| Admin fee / account holder | $15,286 | $17,052-10.4% | $19,076-19.9% | $7,775+96.6% |