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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 | $215,256 | $174,379+23.4% | $152,093+41.5% | $138,895+55.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.89% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $6,571 | $4,652+41.3% | $4,175+57.4% | $4,194+56.7% |
| Participant deferral / active EE | $27,877 | $6,159+352.6% | $5,451+411.4% | $6,396+335.8% |
| Admin fee / account holder | $9,968 | $16,880-40.9% | $14,497-31.2% | $12,562-20.6% |