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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 | $191,017 | $165,399+15.5% | $149,745+27.6% | $158,982+20.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.71% | 348.34%-330.6pp | 276.72%-259.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $1,175 | $5,105-77.0% | $4,646-74.7% | $4,763-75.3% |
| Participant deferral / active EE | $8,629 | $7,183+20.1% | $6,843+26.1% | $5,983+44.2% |
| Admin fee / account holder | $51,247 | $10,811+374.0% | $9,312+450.4% | $11,252+355.5% |