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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 | $171,185 | $155,555+10.0% | $146,866+16.6% | $155,188+10.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.17% | 115.41%-98.2pp | 102.85%-85.7pp | 148.84%-131.7pp |
| Employer contribution / active EE | $9,121 | $4,647+96.3% | $4,425+106.1% | $4,248+114.7% |
| Participant deferral / active EE | $31,590 | $8,044+292.7% | $7,759+307.1% | $6,531+383.7% |
| Admin fee / account holder | $119,236 | $14,755+708.1% | $13,620+775.4% | $14,480+723.5% |