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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 | $241,907 | $135,905+78.0% | $126,068+91.9% | $198,609+21.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 16.70% | 14.07%+2.6pp | 15.01%+1.7pp | 202.70%-186.0pp |
| Employer contribution / active EE | $10,349 | $4,245+143.8% | $3,968+160.8% | $5,055+104.7% |
| Participant deferral / active EE | $7,500 | $8,523-12.0% | $8,214-8.7% | $6,977+7.5% |
| Admin fee / account holder | $8,591 | $21,036-59.2% | $18,264-53.0% | $19,030-54.9% |