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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 | $185,141+3.5% | $153,416+24.9% | $155,188+23.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 15.11% | 18.72%-3.6pp | 17.84%-2.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $19,073 | $4,489+324.8% | $3,764+406.7% | $4,248+349.0% |
| Participant deferral / active EE | $11,750 | $5,477+114.5% | $4,723+148.8% | $6,531+79.9% |
| Admin fee / account holder | $343 | $16,005-97.9% | $13,095-97.4% | $14,480-97.6% |