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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 | $213,976 | $178,174+20.1% | $156,181+37.0% | $137,256+55.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.27% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $5,160 | $4,972+3.8% | $4,294+20.2% | $4,156+24.2% |
| Participant deferral / active EE | $21,917 | $6,888+218.2% | $6,132+257.4% | $6,407+242.1% |
| Admin fee / account holder | $180,582 | $17,404+937.6% | $14,586+1138.0% | $12,270+1371.7% |