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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 | $95,920 | $140,592-31.8% | $123,105-22.1% | $125,389-23.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 15.76% | 16.80%-1.0pp | 13.22%+2.5pp | 282.24%-266.5pp |
| Employer contribution / active EE | $14,888 | $6,041+146.4% | $5,151+189.0% | $4,866+205.9% |
| Participant deferral / active EE | $9,902 | $6,980+41.9% | $6,229+59.0% | $5,352+85.0% |
| Admin fee / account holder | $16,853 | $11,198+50.5% | $9,014+87.0% | $9,541+76.6% |