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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 | $234,603 | $135,956+72.6% | $123,894+89.4% | $273,972-14.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.85% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $16,660 | $5,170+222.3% | $4,617+260.9% | $4,869+242.2% |
| Participant deferral / active EE | $10,079 | $6,343+58.9% | $5,984+68.4% | $5,287+90.6% |
| Admin fee / account holder | $27,233 | $9,817+177.4% | $8,357+225.9% | $10,133+168.8% |