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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 | $211,161 | $154,228+36.9% | $145,433+45.2% | $137,256+53.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.67% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $11,067 | $4,804+130.4% | $4,554+143.0% | $4,156+166.3% |
| Participant deferral / active EE | $15,839 | $8,216+92.8% | $7,897+100.6% | $6,407+147.2% |
| Admin fee / account holder | $123,605 | $14,344+761.7% | $13,129+841.5% | $12,270+907.4% |