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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 | $113,330 | $100,970+12.2% | $96,576+17.3% | $137,256-17.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.42% | 38.16%-18.7pp | 38.47%-19.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $10,549 | $3,809+176.9% | $3,553+196.9% | $4,156+153.8% |
| Participant deferral / active EE | $25,111 | $8,286+203.0% | $7,956+215.6% | $6,407+291.9% |
| Admin fee / account holder | $13,804 | $11,312+22.0% | $11,381+21.3% | $12,270+12.5% |