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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 | $222,389 | $156,398+42.2% | $147,318+51.0% | $138,895+60.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.37% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $6,453 | $4,853+33.0% | $4,593+40.5% | $4,194+53.9% |
| Participant deferral / active EE | $14,097 | $8,237+71.1% | $7,906+78.3% | $6,396+120.4% |
| Admin fee / account holder | $9,176 | $14,976-38.7% | $13,708-33.1% | $12,562-27.0% |