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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 | $198,756 | $153,769+29.3% | $133,975+48.4% | $273,972-27.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.91% | 36.51%-30.6pp | 29.29%-23.4pp | 41.46%-35.5pp |
| Employer contribution / active EE | $11,021 | $6,029+82.8% | $5,211+111.5% | $4,869+126.4% |
| Participant deferral / active EE | $11,056 | $6,958+58.9% | $6,282+76.0% | $5,287+109.1% |
| Admin fee / account holder | $2,241 | $11,765-80.9% | $9,324-76.0% | $10,133-77.9% |