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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 | $218,925 | $114,712+90.8% | $173,730+26.0% | $87,485+150.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 19.96% | 20.18%-0.2pp | 19.96%0pp | 26.06%-6.1pp |
| Employer contribution / active EE | $7,128 | $2,904+145.4% | $4,577+55.7% | $2,596+174.5% |
| Participant deferral / active EE | $9,332 | $4,642+101.1% | $6,326+47.5% | $4,274+118.4% |
| Admin fee / account holder | $5,122 | $10,210-49.8% | $17,523-70.8% | $7,775-34.1% |