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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 | $227,675 | $135,956+67.5% | $123,894+83.8% | $273,972-16.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.57% | 56.63%-46.1pp | 47.52%-36.9pp | 41.46%-30.9pp |
| Employer contribution / active EE | $10,264 | $5,170+98.5% | $4,617+122.3% | $4,869+110.8% |
| Participant deferral / active EE | $11,414 | $6,343+80.0% | $5,984+90.7% | $5,287+115.9% |
| Admin fee / account holder | $1,494 | $9,817-84.8% | $8,357-82.1% | $10,133-85.3% |