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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 | $127,827 | $180,749-29.3% | $160,784-20.5% | $137,256-6.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.92% | 2234.46%-2217.5pp | 1803.92%-1787.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $5,608 | $4,155+35.0% | $3,733+50.2% | $4,156+34.9% |
| Participant deferral / active EE | $18,189 | $6,844+165.8% | $6,293+189.0% | $6,407+183.9% |
| Admin fee / account holder | $12,290 | $10,397+18.2% | $9,717+26.5% | $12,270+0.2% |