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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 | $173,740 | $209,336-17.0% | $197,124-11.9% | $137,256+26.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.04% | 48.09%-30.1pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $15,197 | $6,591+130.6% | $6,227+144.0% | $4,156+265.7% |
| Participant deferral / active EE | $12,674 | $9,614+31.8% | $9,135+38.7% | $6,407+97.8% |
| Admin fee / account holder | $215,016 | $17,308+1142.3% | $16,298+1219.3% | $12,270+1652.3% |