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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 | $235,986 | $100,970+133.7% | $96,576+144.4% | $137,256+71.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.02% | 38.16%-22.1pp | 38.47%-22.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $24,244 | $3,809+536.5% | $3,553+582.3% | $4,156+483.3% |
| Participant deferral / active EE | $11,327 | $8,286+36.7% | $7,956+42.4% | $6,407+76.8% |
| Admin fee / account holder | $1,735 | $11,312-84.7% | $11,381-84.8% | $12,270-85.9% |