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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 | $199,456 | $148,623+34.2% | $135,974+46.7% | $139,466+43.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.10% | 79.30%-61.2pp | 68.30%-50.2pp | 373.66%-355.6pp |
| Employer contribution / active EE | $14,604 | $5,246+178.4% | $4,859+200.6% | $4,754+207.2% |
| Participant deferral / active EE | $19,595 | $8,103+141.8% | $7,760+152.5% | $6,712+191.9% |
| Admin fee / account holder | $982 | $12,406-92.1% | $10,767-90.9% | $11,409-91.4% |