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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 | $216,952 | $181,896+19.3% | $156,551+38.6% | $273,972-20.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.73% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $15,591 | $6,248+149.5% | $5,501+183.4% | $4,869+220.2% |
| Participant deferral / active EE | $10,901 | $5,550+96.4% | $4,871+123.8% | $5,287+106.2% |
| Admin fee / account holder | $6,323 | $15,560-59.4% | $13,028-51.5% | $10,133-37.6% |