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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 | $203,878 | $156,398+30.4% | $147,318+38.4% | $138,895+46.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.03% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $3,450 | $4,853-28.9% | $4,593-24.9% | $4,194-17.7% |
| Participant deferral / active EE | $11,875 | $8,237+44.2% | $7,906+50.2% | $6,396+85.6% |
| Admin fee / account holder | $189,302 | $14,976+1164.1% | $13,708+1281.0% | $12,562+1406.9% |