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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 | $189,802 | $213,785-11.2% | $185,441+2.4% | $155,188+22.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 9.99% | 19.97%-10.0pp | 20.16%-10.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $16,944 | $5,393+214.2% | $4,672+262.6% | $4,248+298.9% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $18,161 | $21,134-14.1% | $17,890+1.5% | $14,480+25.4% |