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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 | $215,100 | $215,361-0.1% | $171,082+25.7% | $273,972-21.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.70% | 25.14%-17.4pp | 32.56%-24.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $22,201 | $4,967+347.0% | $4,002+454.8% | $4,869+356.0% |
| Participant deferral / active EE | $11,800 | $5,543+112.9% | $4,797+146.0% | $5,287+123.2% |
| Admin fee / account holder | $49,079 | $10,846+352.5% | $8,520+476.1% | $10,133+384.4% |