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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 | $191,211 | $210,510-9.2% | $153,500+24.6% | $145,877+31.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.74% | 13.45%-3.7pp | 15.70%-6.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $8,641 | $6,052+42.8% | $5,039+71.5% | $4,663+85.3% |
| Participant deferral / active EE | $24,058 | $7,974+201.7% | $6,756+256.1% | $6,691+259.6% |
| Admin fee / account holder | $84,541 | $19,455+334.5% | $12,736+563.8% | $13,402+530.8% |