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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 | $236,044 | $138,385+70.6% | $184,243+28.1% | $80,925+191.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 18.47% | 20.02%-1.5pp | 28.82%-10.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $29,843 | $4,851+515.2% | $6,427+364.3% | $2,756+982.7% |
| Participant deferral / active EE | $20,143 | $7,075+184.7% | $9,132+120.6% | $4,299+368.6% |
| Admin fee / account holder | $13,061 | $10,489+24.5% | $13,914-6.1% | $6,940+88.2% |