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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 | $228,882 | $176,794+29.5% | $146,647+56.1% | $167,553+36.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 23.99% | 24.04%0pp | 22.75%+1.2pp | 478.89%-454.9pp |
| Employer contribution / active EE | $10,880 | $5,161+110.8% | $4,137+163.0% | $4,840+124.8% |
| Participant deferral / active EE | $5,178 | $6,440-19.6% | $5,506-6.0% | $6,343-18.4% |
| Admin fee / account holder | $2,529 | $13,262-80.9% | $10,281-75.4% | $12,316-79.5% |