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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 | $224,273 | $138,393+62.1% | $184,256+21.7% | $80,959+177.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.87% | 20.01%-5.1pp | 28.85%-14.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $14,397 | $4,847+197.0% | $6,427+124.0% | $2,757+422.2% |
| Participant deferral / active EE | $18,994 | $7,076+168.4% | $9,133+108.0% | $4,300+341.7% |
| Admin fee / account holder | $8,326 | $10,489-20.6% | $13,899-40.1% | $6,925+20.2% |