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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 | $198,594 | $156,398+27.0% | $147,318+34.8% | $138,895+43.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.68% | 78.75%-66.1pp | 70.43%-57.8pp | 145.39%-132.7pp |
| Employer contribution / active EE | $11,745 | $4,853+142.0% | $4,593+155.7% | $4,194+180.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,385 | $14,976-84.1% | $13,708-82.6% | $12,562-81.0% |