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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 | $229,332 | $184,014+24.6% | $161,149+42.3% | $138,895+65.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 10.16% | 21.52%-11.4pp | 21.16%-11.0pp | 145.39%-135.2pp |
| Employer contribution / active EE | $18,393 | $5,055+263.8% | $4,360+321.8% | $4,194+338.5% |
| Participant deferral / active EE | $19,599 | $6,909+183.7% | $6,153+218.5% | $6,396+206.4% |
| Admin fee / account holder | $93,597 | $18,027+419.2% | $15,194+516.0% | $12,562+645.1% |