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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 | $233,507 | $111,814+108.8% | $103,378+125.9% | $145,978+60.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.34% | 24.80%+1.5pp | 24.91%+1.4pp | 550.52%-524.2pp |
| Employer contribution / active EE | $7,461 | $4,215+77.0% | $3,870+92.8% | $4,662+60.1% |
| Participant deferral / active EE | $8,380 | $5,618+49.2% | $5,058+65.7% | $6,690+25.3% |
| Admin fee / account holder | $2,165 | $9,764-77.8% | $8,401-74.2% | $13,400-83.8% |