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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 | $222,463 | $185,312+20.0% | $161,489+37.8% | $154,746+43.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.79% | 103.84%-91.1pp | 89.72%-76.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $10,561 | $4,769+121.4% | $4,268+147.4% | $4,379+141.2% |
| Participant deferral / active EE | $2,147 | $6,350-66.2% | $5,630-61.9% | $6,730-68.1% |
| Admin fee / account holder | $524 | $18,654-97.2% | $16,006-96.7% | $14,365-96.4% |