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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 | $213,703 | $254,759-16.1% | $216,567-1.3% | $198,609+7.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 21.16% | 10.04%+11.1pp | 12.94%+8.2pp | 202.70%-181.5pp |
| Employer contribution / active EE | $15,578 | $6,096+155.5% | $5,216+198.7% | $5,055+208.1% |
| Participant deferral / active EE | $10,863 | $6,948+56.3% | $6,191+75.5% | $6,977+55.7% |
| Admin fee / account holder | $30,305 | $26,311+15.2% | $21,981+37.9% | $19,030+59.2% |