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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 | $219,876 | $142,972+53.8% | $214,702+2.4% | $86,983+152.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 17.00% | 18.49%-1.5pp | 54.55%-37.6pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,679 | $4,635-63.8% | $6,461-74.0% | $2,584-35.0% |
| Participant deferral / active EE | $8,006 | $6,568+21.9% | $9,147-12.5% | $4,194+90.9% |
| Admin fee / account holder | $29,600 | $17,617+68.0% | $19,830+49.3% | $7,856+276.8% |