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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 | $141,035 | $210,908-33.1% | $153,643-8.2% | $145,884-3.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.78% | 13.46%+4.3pp | 15.71%+2.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $9,904 | $6,055+63.6% | $5,039+96.5% | $4,662+112.4% |
| Participant deferral / active EE | $17,447 | $7,976+118.7% | $6,754+158.3% | $6,690+160.8% |
| Admin fee / account holder | $45,834 | $19,477+135.3% | $12,739+259.8% | $13,392+242.3% |