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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 | $200,400 | $106,864+87.5% | $147,318+36.0% | $82,637+142.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.63% | 27.49%-7.9pp | 70.43%-50.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $30,255 | $3,417+785.5% | $4,593+558.7% | $2,552+1085.5% |
| Participant deferral / active EE | $7,854 | $6,496+20.9% | $7,906-0.7% | $4,126+90.3% |
| Admin fee / account holder | $15,038 | $8,415+78.7% | $13,708+9.7% | $7,339+104.9% |