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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 | $215,322 | $185,312+16.2% | $161,489+33.3% | $154,746+39.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 110.07% | 103.84%+6.2pp | 89.72%+20.3pp | 172.34%-62.3pp |
| Employer contribution / active EE | $1,632 | $4,769-65.8% | $4,268-61.8% | $4,379-62.7% |
| Participant deferral / active EE | $6,384 | $6,350+0.5% | $5,630+13.4% | $6,730-5.1% |
| Admin fee / account holder | $207,849 | $18,654+1014.2% | $16,006+1198.6% | $14,365+1346.9% |