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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 | $247,091 | $132,310+86.8% | $105,754+133.6% | $273,972-9.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 8.90% | 10.08%-1.2pp | 12.25%-3.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $19,593 | $4,867+302.6% | $4,079+380.3% | $4,869+302.4% |
| Participant deferral / active EE | $11,610 | $6,233+86.3% | $5,326+118.0% | $5,287+119.6% |
| Admin fee / account holder | $2,888 | $12,036-76.0% | $8,309-65.2% | $10,133-71.5% |