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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 | $197,271 | $154,228+27.9% | $145,433+35.6% | $137,256+43.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.50% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $8,556 | $4,804+78.1% | $4,554+87.9% | $4,156+105.9% |
| Participant deferral / active EE | $13,675 | $8,216+66.4% | $7,897+73.2% | $6,407+113.4% |
| Admin fee / account holder | $87,747 | $14,344+511.7% | $13,129+568.3% | $12,270+615.1% |