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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 | $138,312+52.1% | $122,979+71.0% | $155,188+35.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 12.04% | 22.06%-10.0pp | 20.12%-8.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $12,094 | $3,530+242.6% | $3,062+294.9% | $4,248+184.7% |
| Participant deferral / active EE | $15,650 | $5,592+179.8% | $5,003+212.8% | $6,531+139.6% |
| Admin fee / account holder | $2,946 | $15,089-80.5% | $12,864-77.1% | $14,480-79.7% |