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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 | $138,385+62.1% | $184,200+21.8% | $80,874+177.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.87% | 20.02%-5.2pp | 28.80%-13.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $14,397 | $4,849+196.9% | $6,424+124.1% | $2,756+422.5% |
| Participant deferral / active EE | $18,994 | $7,073+168.6% | $9,132+108.0% | $4,297+342.0% |
| Admin fee / account holder | $8,326 | $10,483-20.6% | $13,907-40.1% | $6,935+20.1% |