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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 | $204,105 | $172,111+18.6% | $150,298+35.8% | $137,256+48.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.85% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $11,462 | $4,636+147.2% | $4,154+175.9% | $4,156+175.8% |
| Participant deferral / active EE | $19,282 | $6,166+212.7% | $5,453+253.6% | $6,407+201.0% |
| Admin fee / account holder | $5,913 | $16,471-64.1% | $14,116-58.1% | $12,270-51.8% |