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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 | $223,970 | $181,062+23.7% | $158,223+41.6% | $155,188+44.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.44% | 57.39%-46.9pp | 52.09%-41.6pp | 148.84%-138.4pp |
| Employer contribution / active EE | $12,434 | $4,565+172.4% | $4,109+202.6% | $4,248+192.7% |
| Participant deferral / active EE | $3,505 | $6,134-42.9% | $5,467-35.9% | $6,531-46.3% |
| Admin fee / account holder | $4,132 | $18,825-78.1% | $16,047-74.3% | $14,480-71.5% |