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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 | $138,366+35.6% | $184,185+1.9% | $80,911+132.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 19.51% | 20.02%-0.5pp | 28.81%-9.3pp | 35.63%-16.1pp |
| Employer contribution / active EE | $8,243 | $4,849+70.0% | $6,426+28.3% | $2,756+199.1% |
| Participant deferral / active EE | $23,664 | $7,074+234.5% | $9,132+159.1% | $4,297+450.7% |
| Admin fee / account holder | $14,471 | $10,484+38.0% | $13,909+4.0% | $6,935+108.7% |