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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 | $142,215 | $154,228-7.8% | $145,433-2.2% | $137,256+3.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.91% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $15,457 | $4,804+221.8% | $4,554+239.4% | $4,156+271.9% |
| Participant deferral / active EE | $11,874 | $8,216+44.5% | $7,897+50.4% | $6,407+85.3% |
| Admin fee / account holder | $65,206 | $14,344+354.6% | $13,129+396.7% | $12,270+431.4% |