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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 | $228,031 | $178,174+28.0% | $156,181+46.0% | $137,256+66.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.83% | 84.19%-69.4pp | 64.87%-50.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $13,081 | $4,972+163.1% | $4,294+204.6% | $4,156+214.8% |
| Participant deferral / active EE | $12,751 | $6,888+85.1% | $6,132+107.9% | $6,407+99.0% |
| Admin fee / account holder | $16,078 | $17,404-7.6% | $14,586+10.2% | $12,270+31.0% |