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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 | $215,565 | $185,312+16.3% | $161,489+33.5% | $154,746+39.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.68% | 103.84%-90.2pp | 89.72%-76.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $12,426 | $4,769+160.5% | $4,268+191.1% | $4,379+183.8% |
| Participant deferral / active EE | $6,420 | $6,350+1.1% | $5,630+14.0% | $6,730-4.6% |
| Admin fee / account holder | $3,162 | $18,654-83.0% | $16,006-80.2% | $14,365-78.0% |