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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 | $199,484 | $182,442+9.3% | $163,379+22.1% | $138,895+43.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 15.55% | 72.74%-57.2pp | 63.41%-47.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $7,187 | $4,159+72.8% | $3,752+91.5% | $4,194+71.3% |
| Participant deferral / active EE | $24,380 | $6,817+257.6% | $6,282+288.1% | $6,396+281.2% |
| Admin fee / account holder | $19,585 | $10,396+88.4% | $9,818+99.5% | $12,562+55.9% |