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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 | $236,672 | $146,267+61.8% | $197,124+20.1% | $82,448+187.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 21.62% | 29.61%-8.0pp | 44.34%-22.7pp | 41.64%-20.0pp |
| Employer contribution / active EE | $9,893 | $4,723+109.5% | $6,227+58.9% | $2,551+287.8% |
| Participant deferral / active EE | $13,676 | $7,035+94.4% | $9,135+49.7% | $4,139+230.4% |
| Admin fee / account holder | $1,041 | $14,422-92.8% | $16,298-93.6% | $7,234-85.6% |