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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 | $218,513 | $181,062+20.7% | $158,223+38.1% | $155,188+40.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.31% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $15,809 | $4,565+246.3% | $4,109+284.7% | $4,248+272.2% |
| Participant deferral / active EE | $13,134 | $6,134+114.1% | $5,467+140.2% | $6,531+101.1% |
| Admin fee / account holder | $2,950 | $18,825-84.3% | $16,047-81.6% | $14,480-79.6% |