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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 | $155,336 | $140,592+10.5% | $123,106+26.2% | $125,388+23.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 40.00% | 16.80%+23.2pp | 13.22%+26.8pp | 282.24%-242.2pp |
| Employer contribution / active EE | $7,300 | $6,041+20.8% | $5,151+41.7% | $4,866+50.0% |
| Participant deferral / active EE | $16,011 | $6,980+129.4% | $6,229+157.0% | $5,352+199.2% |
| Admin fee / account holder | $36,595 | $11,198+226.8% | $9,015+306.0% | $9,541+283.6% |