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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 | $240,141 | $181,896+32.0% | $156,551+53.4% | $273,972-12.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.36% | 30.74%-19.4pp | 32.23%-20.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $13,051 | $6,248+108.9% | $5,501+137.2% | $4,869+168.1% |
| Participant deferral / active EE | $12,838 | $5,550+131.3% | $4,871+163.5% | $5,287+142.8% |
| Admin fee / account holder | $4,096 | $15,560-73.7% | $13,028-68.6% | $10,133-59.6% |