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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 | $187,485 | $153,769+21.9% | $133,975+39.9% | $273,972-31.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.69% | 36.51%-27.8pp | 29.29%-20.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $16,557 | $6,029+174.6% | $5,211+217.7% | $4,869+240.1% |
| Participant deferral / active EE | $18,000 | $6,958+158.7% | $6,282+186.5% | $5,287+240.4% |
| Admin fee / account holder | $922 | $11,765-92.2% | $9,324-90.1% | $10,133-90.9% |