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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 | $167,948 | $100,970+66.3% | $96,576+73.9% | $137,256+22.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.02% | 38.16%-18.1pp | 38.47%-18.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $6,739 | $3,809+76.9% | $3,553+89.7% | $4,156+62.2% |
| Participant deferral / active EE | $17,461 | $8,286+110.7% | $7,956+119.5% | $6,407+172.5% |
| Admin fee / account holder | $14,906 | $11,312+31.8% | $11,381+31.0% | $12,270+21.5% |