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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 | $200,364 | $165,399+21.1% | $149,745+33.8% | $158,982+26.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.38% | 348.34%-333.0pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $16,919 | $5,105+231.4% | $4,646+264.2% | $4,763+255.2% |
| Participant deferral / active EE | $8,667 | $7,183+20.7% | $6,843+26.6% | $5,983+44.8% |
| Admin fee / account holder | $936 | $10,811-91.3% | $9,312-90.0% | $11,252-91.7% |