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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 | $192,679 | $156,398+23.2% | $147,318+30.8% | $138,895+38.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.83% | 78.75%-57.9pp | 70.43%-49.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $10,935 | $4,853+125.3% | $4,593+138.1% | $4,194+160.7% |
| Participant deferral / active EE | $16,810 | $8,237+104.1% | $7,906+112.6% | $6,396+162.8% |
| Admin fee / account holder | $589 | $14,976-96.1% | $13,708-95.7% | $12,562-95.3% |