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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 | $234,885 | $138,312+69.8% | $122,979+91.0% | $155,188+51.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.37% | 22.06%-7.7pp | 20.12%-5.7pp | 148.84%-134.5pp |
| Employer contribution / active EE | $10,217 | $3,530+189.4% | $3,062+233.6% | $4,248+140.5% |
| Participant deferral / active EE | $8,570 | $5,592+53.2% | $5,003+71.3% | $6,531+31.2% |
| Admin fee / account holder | $1,575 | $15,089-89.6% | $12,864-87.8% | $14,480-89.1% |