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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 | $196,166 | $184,014+6.6% | $161,149+21.7% | $138,895+41.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.81% | 21.52%-5.7pp | 21.16%-5.3pp | 145.39%-129.6pp |
| Employer contribution / active EE | $12,646 | $5,055+150.1% | $4,360+190.0% | $4,194+201.5% |
| Participant deferral / active EE | $2,408 | $6,909-65.2% | $6,153-60.9% | $6,396-62.4% |
| Admin fee / account holder | $25,625 | $18,027+42.2% | $15,194+68.6% | $12,562+104.0% |