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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 | $124,425+90.1% | $112,040+111.2% | $137,256+72.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.19% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $7,070 | $3,411+107.2% | $2,954+139.3% | $4,156+70.1% |
| Participant deferral / active EE | $6,175 | $5,718+8.0% | $5,098+21.1% | $6,407-3.6% |
| Admin fee / account holder | $2,379 | $15,207-84.4% | $12,098-80.3% | $12,270-80.6% |