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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 | $223,549 | $178,174+25.5% | $156,181+43.1% | $137,256+62.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.05% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $15,789 | $4,972+217.6% | $4,294+267.7% | $4,156+279.9% |
| Participant deferral / active EE | $17,429 | $6,888+153.0% | $6,132+184.2% | $6,407+172.0% |
| Admin fee / account holder | $7,092 | $17,404-59.3% | $14,586-51.4% | $12,270-42.2% |