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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 | $193,543 | $178,174+8.6% | $156,181+23.9% | $137,256+41.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.15% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $18,988 | $4,972+281.9% | $4,294+342.2% | $4,156+356.9% |
| Participant deferral / active EE | $5,244 | $6,888-23.9% | $6,132-14.5% | $6,407-18.1% |
| Admin fee / account holder | $4,182 | $17,404-76.0% | $14,586-71.3% | $12,270-65.9% |