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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 | $181,251 | $153,769+17.9% | $133,975+35.3% | $273,972-33.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.46% | 36.51%-28.0pp | 29.29%-20.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $34,513 | $6,029+472.5% | $5,211+562.3% | $4,869+608.9% |
| Participant deferral / active EE | $19,223 | $6,958+176.3% | $6,282+206.0% | $5,287+263.6% |
| Admin fee / account holder | $22,638 | $11,765+92.4% | $9,324+142.8% | $10,133+123.4% |