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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 | $221,056 | $135,956+62.6% | $123,894+78.4% | $273,972-19.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.69% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $14,906 | $5,170+188.3% | $4,617+222.9% | $4,869+206.2% |
| Participant deferral / active EE | $15,825 | $6,343+149.5% | $5,984+164.4% | $5,287+199.3% |
| Admin fee / account holder | $865 | $9,817-91.2% | $8,357-89.6% | $10,133-91.5% |