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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 | $221,539 | $174,379+27.0% | $152,093+45.7% | $138,895+59.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.56% | 74.86%-60.3pp | 66.36%-51.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $10,381 | $4,652+123.2% | $4,175+148.7% | $4,194+147.5% |
| Participant deferral / active EE | $6,504 | $6,159+5.6% | $5,451+19.3% | $6,396+1.7% |
| Admin fee / account holder | $20,469 | $16,880+21.3% | $14,497+41.2% | $12,562+62.9% |