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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 | $222,809 | $106,524+109.2% | $152,301+46.3% | $87,485+154.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.25% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.8pp |
| Employer contribution / active EE | $5,553 | $3,371+64.7% | $4,624+20.1% | $2,596+113.9% |
| Participant deferral / active EE | $11,582 | $6,525+77.5% | $8,004+44.7% | $4,274+171.0% |
| Admin fee / account holder | $8,130 | $8,287-1.9% | $14,398-43.5% | $7,775+4.6% |