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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 | $223,067 | $138,386+61.2% | $184,260+21.1% | $80,935+175.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 21.44% | 20.02%+1.4pp | 28.84%-7.4pp | 35.66%-14.2pp |
| Employer contribution / active EE | $44,311 | $4,851+813.5% | $6,427+589.4% | $2,757+1507.4% |
| Participant deferral / active EE | $21,420 | $7,076+202.7% | $9,133+134.5% | $4,299+398.2% |
| Admin fee / account holder | $4,090 | $10,489-61.0% | $13,898-70.6% | $6,924-40.9% |