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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 | $190,559 | $209,336-9.0% | $197,124-3.3% | $137,256+38.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 36.96% | 48.09%-11.1pp | 44.34%-7.4pp | 220.34%-183.4pp |
| Employer contribution / active EE | $15,420 | $6,591+134.0% | $6,227+147.6% | $4,156+271.0% |
| Participant deferral / active EE | $26,139 | $9,614+171.9% | $9,135+186.2% | $6,407+308.0% |
| Admin fee / account holder | $30,622 | $17,308+76.9% | $16,298+87.9% | $12,270+149.6% |