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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 | $241,971 | $167,415+44.5% | $140,514+72.2% | $198,609+21.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 20.43% | 13.85%+6.6pp | 14.36%+6.1pp | 202.70%-182.3pp |
| Employer contribution / active EE | $22,078 | $4,088+440.1% | $3,378+553.5% | $5,055+336.7% |
| Participant deferral / active EE | $10,078 | $5,579+80.6% | $4,919+104.9% | $6,977+44.5% |
| Admin fee / account holder | $6,233 | $16,730-62.7% | $13,697-54.5% | $19,030-67.2% |