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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 | $235,029 | $185,312+26.8% | $161,489+45.5% | $154,746+51.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.14% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $21,016 | $4,769+340.7% | $4,268+392.4% | $4,379+379.9% |
| Participant deferral / active EE | $10,733 | $6,350+69.0% | $5,630+90.6% | $6,730+59.5% |
| Admin fee / account holder | $1,891 | $18,654-89.9% | $16,006-88.2% | $14,365-86.8% |