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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 | $190,559 | $212,386-10.3% | $199,883-4.7% | $138,895+37.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 36.96% | 47.75%-10.8pp | 43.81%-6.8pp | 145.39%-108.4pp |
| Employer contribution / active EE | $15,420 | $6,625+132.8% | $6,261+146.3% | $4,194+267.6% |
| Participant deferral / active EE | $26,139 | $9,617+171.8% | $9,138+186.0% | $6,396+308.7% |
| Admin fee / account holder | $30,622 | $18,233+67.9% | $17,268+77.3% | $12,562+143.8% |