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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 | $184,348 | $153,769+19.9% | $133,975+37.6% | $273,972-32.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.63% | 36.51%-28.9pp | 29.29%-21.7pp | 41.46%-33.8pp |
| Employer contribution / active EE | $17,702 | $6,029+193.6% | $5,211+239.7% | $4,869+263.6% |
| Participant deferral / active EE | $10,148 | $6,958+45.8% | $6,282+61.6% | $5,287+91.9% |
| Admin fee / account holder | $1,923 | $11,765-83.7% | $9,324-79.4% | $10,133-81.0% |