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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 | $254,759-17.5% | $216,567-2.9% | $198,609+5.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.09% | 10.04%+1.0pp | 12.94%-1.9pp | 202.70%-191.6pp |
| Employer contribution / active EE | $6,187 | $6,096+1.5% | $5,216+18.6% | $5,055+22.4% |
| Participant deferral / active EE | $14,727 | $6,948+112.0% | $6,191+137.9% | $6,977+111.1% |
| Admin fee / account holder | $82,363 | $26,311+213.0% | $21,981+274.7% | $19,030+332.8% |