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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 | $230,514 | $138,393+66.6% | $184,256+25.1% | $80,959+184.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 22.23% | 20.01%+2.2pp | 28.85%-6.6pp | 35.67%-13.4pp |
| Employer contribution / active EE | $16,402 | $4,847+238.4% | $6,427+155.2% | $2,757+494.9% |
| Participant deferral / active EE | $19,205 | $7,076+171.4% | $9,133+110.3% | $4,300+346.6% |
| Admin fee / account holder | $582 | $10,489-94.4% | $13,899-95.8% | $6,925-91.6% |