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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 | $97,289+152.8% | $92,805+165.0% | $155,188+58.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 18.11% | 29.03%-10.9pp | 31.59%-13.5pp | 148.84%-130.7pp |
| Employer contribution / active EE | $16,888 | $3,632+365.0% | $3,424+393.2% | $4,248+297.6% |
| Participant deferral / active EE | $14,729 | $8,795+67.5% | $8,448+74.4% | $6,531+125.5% |
| Admin fee / account holder | $2,350 | $12,015-80.4% | $10,911-78.5% | $14,480-83.8% |