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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 | $227,378 | $107,733+111.1% | $92,985+144.5% | $154,746+46.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 13.03% | 30.39%-17.4pp | 27.99%-15.0pp | 172.34%-159.3pp |
| Employer contribution / active EE | $7,444 | $3,126+138.1% | $2,662+179.6% | $4,379+70.0% |
| Participant deferral / active EE | $2,985 | $5,053-40.9% | $4,377-31.8% | $6,730-55.6% |
| Admin fee / account holder | $11,667 | $11,369+2.6% | $9,463+23.3% | $14,365-18.8% |