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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 | $235,221 | $153,769+53.0% | $133,975+75.6% | $273,972-14.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.66% | 36.51%-25.8pp | 29.29%-18.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $12,871 | $6,029+113.5% | $5,211+147.0% | $4,869+164.4% |
| Participant deferral / active EE | $16,335 | $6,958+134.7% | $6,282+160.0% | $5,287+208.9% |
| Admin fee / account holder | $77,947 | $11,765+562.6% | $9,324+736.0% | $10,133+669.3% |