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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 | $191,614 | $162,967+17.6% | $135,792+41.1% | $138,895+38.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.11% | 30.08%-15.0pp | 25.96%-10.8pp | 145.39%-130.3pp |
| Employer contribution / active EE | $19,073 | $4,211+352.9% | $3,496+445.6% | $4,194+354.7% |
| Participant deferral / active EE | $11,750 | $5,640+108.3% | $4,759+146.9% | $6,396+83.7% |
| Admin fee / account holder | $343 | $15,306-97.8% | $12,266-97.2% | $12,562-97.3% |