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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 | $210,308 | $124,425+69.0% | $112,040+87.7% | $137,256+53.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.04% | 24.72%-12.7pp | 24.52%-12.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $12,094 | $3,411+254.5% | $2,954+309.4% | $4,156+191.0% |
| Participant deferral / active EE | $15,650 | $5,718+173.7% | $5,098+207.0% | $6,407+144.3% |
| Admin fee / account holder | $2,946 | $15,207-80.6% | $12,098-75.6% | $12,270-76.0% |