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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 | $231,230 | $153,769+50.4% | $133,975+72.6% | $273,972-15.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.11% | 36.51%-30.4pp | 29.29%-23.2pp | 41.46%-35.3pp |
| Employer contribution / active EE | $22,157 | $6,029+267.5% | $5,211+325.2% | $4,869+355.1% |
| Participant deferral / active EE | $17,585 | $6,958+152.7% | $6,282+179.9% | $5,287+232.6% |
| Admin fee / account holder | $646 | $11,765-94.5% | $9,324-93.1% | $10,133-93.6% |