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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 | $208,555 | $165,399+26.1% | $149,745+39.3% | $158,982+31.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.64% | 348.34%-332.7pp | 276.72%-261.1pp | 302.99%-287.3pp |
| Employer contribution / active EE | $6,150 | $5,105+20.5% | $4,646+32.4% | $4,763+29.1% |
| Participant deferral / active EE | $6,837 | $7,183-4.8% | $6,843-0.1% | $5,983+14.3% |
| Admin fee / account holder | $15,418 | $10,811+42.6% | $9,312+65.6% | $11,252+37.0% |