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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 | $247,981 | $108,825+127.9% | $156,181+58.8% | $82,448+200.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 20.90% | 20.59%+0.3pp | 64.87%-44.0pp | 41.64%-20.7pp |
| Employer contribution / active EE | $11,290 | $2,870+293.4% | $4,294+162.9% | $2,551+342.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,592 | $9,341-29.4% | $14,586-54.8% | $7,234-8.9% |