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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 | $136,860+76.8% | $120,344+101.1% | $154,746+56.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 20.43% | 21.38%-0.9pp | 20.30%+0.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $22,078 | $3,533+524.9% | $3,020+631.0% | $4,379+404.2% |
| Participant deferral / active EE | $10,078 | $5,793+74.0% | $5,135+96.3% | $6,730+49.7% |
| Admin fee / account holder | $6,233 | $15,393-59.5% | $12,742-51.1% | $14,365-56.6% |