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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 | $245,953 | $107,666+128.4% | $102,184+140.7% | $154,746+58.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.11% | 29.33%-11.2pp | 31.58%-13.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $16,888 | $3,846+339.1% | $3,594+369.9% | $4,379+285.7% |
| Participant deferral / active EE | $14,729 | $8,719+68.9% | $8,309+77.3% | $6,730+118.8% |
| Admin fee / account holder | $2,350 | $12,943-81.8% | $11,609-79.8% | $14,365-83.6% |