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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 | $154,228+29.1% | $145,433+36.9% | $137,256+45.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.47% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $13,022 | $4,804+171.1% | $4,554+185.9% | $4,156+213.3% |
| Participant deferral / active EE | $16,381 | $8,216+99.4% | $7,897+107.4% | $6,407+155.7% |
| Admin fee / account holder | $64,063 | $14,344+346.6% | $13,129+388.0% | $12,270+422.1% |