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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 | $236,280 | $135,956+73.8% | $123,894+90.7% | $273,972-13.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.16% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $13,202 | $5,170+155.4% | $4,617+186.0% | $4,869+171.2% |
| Participant deferral / active EE | $14,195 | $6,343+123.8% | $5,984+137.2% | $5,287+168.5% |
| Admin fee / account holder | $4,917 | $9,817-49.9% | $8,357-41.2% | $10,133-51.5% |