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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 | $190,474 | $167,415+13.8% | $140,514+35.6% | $198,609-4.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 16.31% | 13.85%+2.5pp | 14.36%+2.0pp | 202.70%-186.4pp |
| Employer contribution / active EE | $22,542 | $4,088+451.5% | $3,378+567.3% | $5,055+345.9% |
| Participant deferral / active EE | $9,075 | $5,579+62.7% | $4,919+84.5% | $6,977+30.1% |
| Admin fee / account holder | $1,419 | $16,730-91.5% | $13,697-89.6% | $19,030-92.5% |