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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 | $232,421 | $138,393+67.9% | $184,256+26.1% | $80,959+187.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.64% | 20.01%-4.4pp | 28.85%-13.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $8,827 | $4,847+82.1% | $6,427+37.3% | $2,757+220.2% |
| Participant deferral / active EE | $9,311 | $7,076+31.6% | $9,133+1.9% | $4,300+116.5% |
| Admin fee / account holder | $6,587 | $10,489-37.2% | $13,899-52.6% | $6,925-4.9% |