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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 | $185,511 | $146,267+26.8% | $197,124-5.9% | $82,448+125.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 21.74% | 29.61%-7.9pp | 44.34%-22.6pp | 41.64%-19.9pp |
| Employer contribution / active EE | $27,803 | $4,723+488.6% | $6,227+346.5% | $2,551+989.9% |
| Participant deferral / active EE | $20,577 | $7,035+192.5% | $9,135+125.3% | $4,139+397.1% |
| Admin fee / account holder | $369 | $14,422-97.4% | $16,298-97.7% | $7,234-94.9% |