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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 | $138,385+66.6% | $184,200+25.1% | $80,874+185.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 22.23% | 20.02%+2.2pp | 28.80%-6.6pp | 35.62%-13.4pp |
| Employer contribution / active EE | $16,402 | $4,849+238.2% | $6,424+155.3% | $2,756+495.2% |
| Participant deferral / active EE | $19,205 | $7,073+171.5% | $9,132+110.3% | $4,297+346.9% |
| Admin fee / account holder | $582 | $10,483-94.4% | $13,907-95.8% | $6,935-91.6% |