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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 | $240,721 | $181,896+32.3% | $156,551+53.8% | $273,972-12.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.62% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $17,027 | $6,248+172.5% | $5,501+209.5% | $4,869+249.7% |
| Participant deferral / active EE | $25,000 | $5,550+350.4% | $4,871+413.2% | $5,287+372.8% |
| Admin fee / account holder | $31,245 | $15,560+100.8% | $13,028+139.8% | $10,133+208.4% |