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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 | $199,905 | $156,398+27.8% | $147,318+35.7% | $138,895+43.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.32% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $9,384 | $4,853+93.4% | $4,593+104.3% | $4,194+123.7% |
| Participant deferral / active EE | $6,413 | $8,237-22.2% | $7,906-18.9% | $6,396+0.3% |
| Admin fee / account holder | $22,563 | $14,976+50.7% | $13,708+64.6% | $12,562+79.6% |