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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 | $229,017 | $199,109+15.0% | $173,730+31.8% | $154,746+48.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.88% | 20.02%-2.1pp | 19.96%-2.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $34,625 | $5,311+551.9% | $4,577+656.4% | $4,379+690.7% |
| Participant deferral / active EE | $23,220 | $7,113+226.5% | $6,326+267.0% | $6,730+245.0% |
| Admin fee / account holder | $8,714 | $20,916-58.3% | $17,523-50.3% | $14,365-39.3% |