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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 | $196,292 | $209,336-6.2% | $197,124-0.4% | $137,256+43.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.59% | 48.09%-30.5pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $6,545 | $6,591-0.7% | $6,227+5.1% | $4,156+57.5% |
| Participant deferral / active EE | $14,842 | $9,614+54.4% | $9,135+62.5% | $6,407+131.7% |
| Admin fee / account holder | $35,535 | $17,308+105.3% | $16,298+118.0% | $12,270+189.6% |