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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 | $194,336 | $167,415+16.1% | $140,514+38.3% | $198,609-2.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 15.96% | 13.85%+2.1pp | 14.36%+1.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $19,025 | $4,088+365.4% | $3,378+463.1% | $5,055+276.3% |
| Participant deferral / active EE | $4,100 | $5,579-26.5% | $4,919-16.6% | $6,977-41.2% |
| Admin fee / account holder | $18,043 | $16,730+7.8% | $13,697+31.7% | $19,030-5.2% |