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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 | $238,319 | $135,956+75.3% | $123,894+92.4% | $273,972-13.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.35% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $13,333 | $5,170+157.9% | $4,617+188.8% | $4,869+173.9% |
| Participant deferral / active EE | $7,505 | $6,343+18.3% | $5,984+25.4% | $5,287+42.0% |
| Admin fee / account holder | $860 | $9,817-91.2% | $8,357-89.7% | $10,133-91.5% |