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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 | $151,241 | $138,393+9.3% | $184,256-17.9% | $80,959+86.8% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.8pp | 67.7%+30.0pp |
| Annual return | 20.01% | 20.01%0pp | 28.85%-8.8pp | 35.67%-15.7pp |
| Employer contribution / active EE | $21,506 | $4,847+343.7% | $6,427+234.6% | $2,757+680.0% |
| Participant deferral / active EE | $18,283 | $7,076+158.4% | $9,133+100.2% | $4,300+325.2% |
| Admin fee / account holder | $15,438 | $10,489+47.2% | $13,899+11.1% | $6,925+122.9% |