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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 | $224,014 | $146,267+53.2% | $197,124+13.6% | $82,448+171.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.33% | 29.61%-13.3pp | 44.34%-28.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $6,075 | $4,723+28.6% | $6,227-2.5% | $2,551+138.1% |
| Participant deferral / active EE | $14,555 | $7,035+106.9% | $9,135+59.3% | $4,139+251.6% |
| Admin fee / account holder | $15,286 | $14,422+6.0% | $16,298-6.2% | $7,234+111.3% |