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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% | $184,200+28.1% | $80,874+191.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 18.47% | 20.02%-1.5pp | 28.80%-10.3pp | 35.62%-17.1pp |
| Employer contribution / active EE | $29,843 | $4,849+515.4% | $6,424+364.6% | $2,756+983.0% |
| Participant deferral / active EE | $20,143 | $7,073+184.8% | $9,132+120.6% | $4,297+368.8% |
| Admin fee / account holder | $13,061 | $10,483+24.6% | $13,907-6.1% | $6,935+88.3% |