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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 | $206,871 | $181,062+14.3% | $158,223+30.7% | $155,188+33.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.75% | 57.39%-46.6pp | 52.09%-41.3pp | 148.84%-138.1pp |
| Employer contribution / active EE | $14,231 | $4,565+211.8% | $4,109+246.4% | $4,248+235.0% |
| Participant deferral / active EE | $15,473 | $6,134+152.2% | $5,467+183.0% | $6,531+136.9% |
| Admin fee / account holder | $1,951 | $18,825-89.6% | $16,047-87.8% | $14,480-86.5% |