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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 | $196,383 | $142,972+37.4% | $214,702-8.5% | $86,983+125.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 18.20% | 18.49%-0.3pp | 54.55%-36.4pp | 25.83%-7.6pp |
| Employer contribution / active EE | $18,229 | $4,635+293.3% | $6,461+182.1% | $2,584+605.3% |
| Participant deferral / active EE | $16,277 | $6,568+147.8% | $9,147+78.0% | $4,194+288.1% |
| Admin fee / account holder | $3,319 | $17,617-81.2% | $19,830-83.3% | $7,856-57.7% |