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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 | $219,066 | $138,393+58.3% | $184,256+18.9% | $80,959+170.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.25% | 20.01%-6.8pp | 28.85%-15.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $6,177 | $4,847+27.4% | $6,427-3.9% | $2,757+124.0% |
| Participant deferral / active EE | $9,285 | $7,076+31.2% | $9,133+1.7% | $4,300+115.9% |
| Admin fee / account holder | $2,023 | $10,489-80.7% | $13,899-85.4% | $6,925-70.8% |