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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 | $223,869 | $156,398+43.1% | $147,318+52.0% | $138,895+61.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.72% | 78.75%-59.0pp | 70.43%-50.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $3,882 | $4,853-20.0% | $4,593-15.5% | $4,194-7.4% |
| Participant deferral / active EE | $13,660 | $8,237+65.8% | $7,906+72.8% | $6,396+113.6% |
| Admin fee / account holder | $49,978 | $14,976+233.7% | $13,708+264.6% | $12,562+297.8% |