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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 | $214,079 | $212,386+0.8% | $199,883+7.1% | $138,895+54.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 32.46% | 47.75%-15.3pp | 43.81%-11.4pp | 145.39%-112.9pp |
| Employer contribution / active EE | $18,000 | $6,625+171.7% | $6,261+187.5% | $4,194+329.2% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,704 | $18,233-85.2% | $17,268-84.3% | $12,562-78.5% |