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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 | $204,379 | $209,336-2.4% | $197,124+3.7% | $137,256+48.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.02% | 48.09%-33.1pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $6,739 | $6,591+2.3% | $6,227+8.2% | $4,156+62.2% |
| Participant deferral / active EE | $16,400 | $9,614+70.6% | $9,135+79.5% | $6,407+156.0% |
| Admin fee / account holder | $61,304 | $17,308+254.2% | $16,298+276.1% | $12,270+399.6% |