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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 | $183,113 | $211,105-13.3% | $178,449+2.6% | $145,978+25.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.70% | 30.19%-15.5pp | 27.09%-12.4pp | 550.52%-535.8pp |
| Employer contribution / active EE | $8,591 | $4,569+88.0% | $3,951+117.4% | $4,662+84.3% |
| Participant deferral / active EE | $8,877 | $6,959+27.6% | $6,277+41.4% | $6,690+32.7% |
| Admin fee / account holder | $21,076 | $12,017+75.4% | $10,362+103.4% | $13,400+57.3% |