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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 | $207,973 | $174,379+19.3% | $152,093+36.7% | $138,895+49.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.38% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $9,298 | $4,652+99.9% | $4,175+122.7% | $4,194+121.7% |
| Participant deferral / active EE | $8,541 | $6,159+38.7% | $5,451+56.7% | $6,396+33.5% |
| Admin fee / account holder | $1,396 | $16,880-91.7% | $14,497-90.4% | $12,562-88.9% |