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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 | $138,393+70.6% | $184,256+28.1% | $80,959+191.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 18.47% | 20.01%-1.5pp | 28.85%-10.4pp | 35.67%-17.2pp |
| Employer contribution / active EE | $29,843 | $4,847+515.7% | $6,427+364.3% | $2,757+982.4% |
| Participant deferral / active EE | $20,143 | $7,076+184.7% | $9,133+120.5% | $4,300+368.4% |
| Admin fee / account holder | $13,061 | $10,489+24.5% | $13,899-6.0% | $6,925+88.6% |