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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 | $126,661+86.8% | $113,397+108.6% | $138,895+70.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 19.19% | 25.05%-5.9pp | 23.20%-4.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $7,070 | $3,456+104.5% | $2,977+137.5% | $4,194+68.6% |
| Participant deferral / active EE | $6,175 | $5,693+8.5% | $5,076+21.6% | $6,396-3.5% |
| Admin fee / account holder | $2,379 | $14,549-83.6% | $11,957-80.1% | $12,562-81.1% |