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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 | $222,449 | $254,759-12.7% | $216,567+2.7% | $198,609+12.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 15.61% | 10.04%+5.6pp | 12.94%+2.7pp | 202.70%-187.1pp |
| Employer contribution / active EE | $13,498 | $6,096+121.4% | $5,216+158.8% | $5,055+167.0% |
| Participant deferral / active EE | $21,526 | $6,948+209.8% | $6,191+247.7% | $6,977+208.5% |
| Admin fee / account holder | $6,373 | $26,311-75.8% | $21,981-71.0% | $19,030-66.5% |