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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 | $230,460 | $113,941+102.3% | $94,229+144.6% | $125,389+83.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 6.99% | 5.29%+1.7pp | 10.68%-3.7pp | 282.24%-275.2pp |
| Employer contribution / active EE | $18,083 | $4,727+282.5% | $3,587+404.1% | $4,866+271.6% |
| Participant deferral / active EE | $7,685 | $5,179+48.4% | $4,320+77.9% | $5,352+43.6% |
| Admin fee / account holder | $2,131 | $8,392-74.6% | $6,269-66.0% | $9,541-77.7% |