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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 | $212,421 | $100,970+110.4% | $96,576+120.0% | $137,256+54.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.92% | 38.16%-22.2pp | 38.47%-22.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $9,361 | $3,809+145.7% | $3,553+163.4% | $4,156+125.2% |
| Participant deferral / active EE | $10,159 | $8,286+22.6% | $7,956+27.7% | $6,407+58.6% |
| Admin fee / account holder | $11,165 | $11,312-1.3% | $11,381-1.9% | $12,270-9.0% |