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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 | $191,640 | $275,752-30.5% | $256,809-25.4% | $198,609-3.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.92% | 34.81%-16.9pp | 32.73%-14.8pp | 202.70%-184.8pp |
| Employer contribution / active EE | $19,212 | $7,721+148.8% | $7,263+164.5% | $5,055+280.0% |
| Participant deferral / active EE | $18,313 | $10,037+82.5% | $9,520+92.4% | $6,977+162.5% |
| Admin fee / account holder | $21,953 | $25,716-14.6% | $25,146-12.7% | $19,030+15.4% |