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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 | $220,521 | $155,555+41.8% | $146,866+50.2% | $155,188+42.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.87% | 115.41%-98.5pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $15,419 | $4,647+231.8% | $4,425+248.5% | $4,248+263.0% |
| Participant deferral / active EE | $4,744 | $8,044-41.0% | $7,759-38.9% | $6,531-27.4% |
| Admin fee / account holder | $2,445 | $14,755-83.4% | $13,620-82.1% | $14,480-83.1% |