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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 | $167,415+25.6% | $140,514+49.7% | $198,609+5.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 12.04% | 13.85%-1.8pp | 14.36%-2.3pp | 202.70%-190.7pp |
| Employer contribution / active EE | $12,094 | $4,088+195.9% | $3,378+258.0% | $5,055+139.2% |
| Participant deferral / active EE | $15,650 | $5,579+180.5% | $4,919+218.2% | $6,977+124.3% |
| Admin fee / account holder | $2,946 | $16,730-82.4% | $13,697-78.5% | $19,030-84.5% |