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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 | $184,014+23.9% | $161,149+41.5% | $138,895+64.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.83% | 21.52%-6.7pp | 21.16%-6.3pp | 145.39%-130.6pp |
| Employer contribution / active EE | $13,081 | $5,055+158.8% | $4,360+200.0% | $4,194+211.9% |
| Participant deferral / active EE | $12,751 | $6,909+84.5% | $6,153+107.2% | $6,396+99.3% |
| Admin fee / account holder | $16,078 | $18,027-10.8% | $15,194+5.8% | $12,562+28.0% |