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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 | $224,123 | $185,312+20.9% | $161,489+38.8% | $154,746+44.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.90% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $15,776 | $4,769+230.8% | $4,268+269.6% | $4,379+260.3% |
| Participant deferral / active EE | $13,106 | $6,350+106.4% | $5,630+132.8% | $6,730+94.7% |
| Admin fee / account holder | $52,084 | $18,654+179.2% | $16,006+225.4% | $14,365+262.6% |