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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 | $198,916 | $109,359+81.9% | $162,177+22.7% | $72,975+172.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 27.94% | 25.46%+2.5pp | 115.60%-87.7pp | 81.01%-53.1pp |
| Employer contribution / active EE | $6,299 | $3,907+61.2% | $5,613+12.2% | $2,440+158.1% |
| Participant deferral / active EE | $10,193 | $5,481+86.0% | $7,297+39.7% | $3,608+182.5% |
| Admin fee / account holder | $1,110 | $7,972-86.1% | $10,843-89.8% | $5,124-78.3% |