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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 | $235,461 | $103,164+128.2% | $90,259+160.9% | $154,746+52.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 16.46% | 19.25%-2.8pp | 18.88%-2.4pp | 172.34%-155.9pp |
| Employer contribution / active EE | $16,883 | $2,532+566.9% | $2,291+636.8% | $4,379+285.5% |
| Participant deferral / active EE | $12,400 | $4,422+180.4% | $3,827+224.0% | $6,730+84.2% |
| Admin fee / account holder | $2,067 | $8,593-75.9% | $7,267-71.6% | $14,365-85.6% |