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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 | $210,191 | $199,109+5.6% | $173,730+21.0% | $154,746+35.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.09% | 20.02%-8.9pp | 19.96%-8.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $6,187 | $5,311+16.5% | $4,577+35.2% | $4,379+41.3% |
| Participant deferral / active EE | $14,727 | $7,113+107.1% | $6,326+132.8% | $6,730+118.8% |
| Admin fee / account holder | $82,363 | $20,916+293.8% | $17,523+370.0% | $14,365+473.4% |