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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 | $236,575 | $167,415+41.3% | $140,514+68.4% | $198,609+19.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 19.19% | 13.85%+5.3pp | 14.36%+4.8pp | 202.70%-183.5pp |
| Employer contribution / active EE | $7,070 | $4,088+73.0% | $3,378+109.3% | $5,055+39.8% |
| Participant deferral / active EE | $6,175 | $5,579+10.7% | $4,919+25.5% | $6,977-11.5% |
| Admin fee / account holder | $2,379 | $16,730-85.8% | $13,697-82.6% | $19,030-87.5% |