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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 | $224,386 | $77,896+188.1% | $134,172+67.2% | $82,448+172.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 18.90% | 18.21%+0.7pp | 25.30%-6.4pp | 41.64%-22.7pp |
| Employer contribution / active EE | $10,549 | $2,159+388.6% | $3,420+208.5% | $2,551+313.5% |
| Participant deferral / active EE | $17,182 | $3,162+443.4% | $4,690+266.3% | $4,139+315.1% |
| Admin fee / account holder | $9,255 | $6,336+46.1% | $12,016-23.0% | $7,234+27.9% |