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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 | $198,417 | $155,555+27.6% | $146,866+35.1% | $155,188+27.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.90% | 115.41%-101.5pp | 102.85%-89.0pp | 148.84%-134.9pp |
| Employer contribution / active EE | $6,613 | $4,647+42.3% | $4,425+49.5% | $4,248+55.7% |
| Participant deferral / active EE | $31,119 | $8,044+286.8% | $7,759+301.1% | $6,531+376.5% |
| Admin fee / account holder | $2,205 | $14,755-85.1% | $13,620-83.8% | $14,480-84.8% |