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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 | $226,145 | $165,361+36.8% | $149,715+51.0% | $158,950+42.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.15% | 348.24%-330.1pp | 276.66%-258.5pp | 302.91%-284.8pp |
| Employer contribution / active EE | $6,511 | $5,103+27.6% | $4,645+40.2% | $4,762+36.7% |
| Participant deferral / active EE | $15,874 | $7,182+121.0% | $6,842+132.0% | $5,983+165.3% |
| Admin fee / account holder | $1,530 | $10,808-85.8% | $9,310-83.6% | $11,248-86.4% |