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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 | $229,934 | $153,769+49.5% | $133,975+71.6% | $273,972-16.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.84% | 36.51%-26.7pp | 29.29%-19.4pp | 41.46%-31.6pp |
| Employer contribution / active EE | $14,751 | $6,029+144.7% | $5,211+183.1% | $4,869+203.0% |
| Participant deferral / active EE | $17,867 | $6,958+156.8% | $6,282+184.4% | $5,287+237.9% |
| Admin fee / account holder | $1,302 | $11,765-88.9% | $9,324-86.0% | $10,133-87.2% |