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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 | $156,398+41.0% | $147,318+49.7% | $138,895+58.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.87% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.5pp |
| Employer contribution / active EE | $15,419 | $4,853+217.7% | $4,593+235.7% | $4,194+267.6% |
| Participant deferral / active EE | $4,744 | $8,237-42.4% | $7,906-40.0% | $6,396-25.8% |
| Admin fee / account holder | $2,445 | $14,976-83.7% | $13,708-82.2% | $12,562-80.5% |