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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 | $187,687 | $138,385+35.6% | $184,243+1.9% | $80,925+131.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 19.51% | 20.02%-0.5pp | 28.82%-9.3pp | 35.65%-16.1pp |
| Employer contribution / active EE | $8,243 | $4,851+69.9% | $6,427+28.3% | $2,756+199.1% |
| Participant deferral / active EE | $23,664 | $7,075+234.5% | $9,132+159.1% | $4,299+450.5% |
| Admin fee / account holder | $14,471 | $10,489+38.0% | $13,914+4.0% | $6,940+108.5% |