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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 | $220,981 | $114,712+92.6% | $173,730+27.2% | $87,485+152.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 16.40% | 20.18%-3.8pp | 19.96%-3.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $8,702 | $2,904+199.7% | $4,577+90.1% | $2,596+235.2% |
| Participant deferral / active EE | $7,260 | $4,642+56.4% | $6,326+14.8% | $4,274+69.9% |
| Admin fee / account holder | $3,011 | $10,210-70.5% | $17,523-82.8% | $7,775-61.3% |