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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 | $218,393 | $124,425+75.5% | $112,040+94.9% | $137,256+59.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.26% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $6,006 | $3,411+76.0% | $2,954+103.3% | $4,156+44.5% |
| Participant deferral / active EE | $21,894 | $5,718+282.9% | $5,098+329.5% | $6,407+241.7% |
| Admin fee / account holder | $75,875 | $15,207+399.0% | $12,098+527.2% | $12,270+518.4% |