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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 | $191,654 | $213,785-10.4% | $185,441+3.4% | $155,188+23.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.26% | 19.97%-3.7pp | 20.16%-3.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $9,026 | $5,393+67.4% | $4,672+93.2% | $4,248+112.5% |
| Participant deferral / active EE | $8,440 | $6,864+23.0% | $6,152+37.2% | $6,531+29.2% |
| Admin fee / account holder | $14,109 | $21,134-33.2% | $17,890-21.1% | $14,480-2.6% |