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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 | $233,189 | $100,970+130.9% | $96,576+141.5% | $137,256+69.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.43% | 38.16%-21.7pp | 38.47%-22.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $14,768 | $3,809+287.7% | $3,553+315.6% | $4,156+255.4% |
| Participant deferral / active EE | $9,000 | $8,286+8.6% | $7,956+13.1% | $6,407+40.5% |
| Admin fee / account holder | $24,340 | $11,312+115.2% | $11,381+113.9% | $12,270+98.4% |