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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 | $199,065 | $162,136+22.8% | $152,301+30.7% | $154,746+28.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.47% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $13,022 | $4,890+166.3% | $4,624+181.6% | $4,379+197.4% |
| Participant deferral / active EE | $16,381 | $8,341+96.4% | $8,004+104.7% | $6,730+143.4% |
| Admin fee / account holder | $64,063 | $15,759+306.5% | $14,398+345.0% | $14,365+346.0% |