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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 | $227,968 | $155,555+46.6% | $146,866+55.2% | $155,188+46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.77% | 115.41%-102.6pp | 102.85%-90.1pp | 148.84%-136.1pp |
| Employer contribution / active EE | $5,229 | $4,647+12.5% | $4,425+18.2% | $4,248+23.1% |
| Participant deferral / active EE | $9,433 | $8,044+17.3% | $7,759+21.6% | $6,531+44.4% |
| Admin fee / account holder | $34,685 | $14,755+135.1% | $13,620+154.7% | $14,480+139.5% |