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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 | $201,218 | $197,637+1.8% | $177,848+13.1% | $158,982+26.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.69% | 58.77%-25.1pp | 48.33%-14.6pp | 302.99%-269.3pp |
| Employer contribution / active EE | $15,874 | $6,698+137.0% | $5,919+168.2% | $4,763+233.3% |
| Participant deferral / active EE | $11,273 | $8,405+34.1% | $7,714+46.1% | $5,983+88.4% |
| Admin fee / account holder | $5,568 | $15,406-63.9% | $12,431-55.2% | $11,252-50.5% |