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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 | $188,711 | $135,956+38.8% | $123,894+52.3% | $273,972-31.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.62% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $36,535 | $5,170+606.7% | $4,617+691.3% | $4,869+650.4% |
| Participant deferral / active EE | $23,172 | $6,343+265.3% | $5,984+287.2% | $5,287+338.3% |
| Admin fee / account holder | $458 | $9,817-95.3% | $8,357-94.5% | $10,133-95.5% |