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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 | $207,096 | $172,111+20.3% | $150,298+37.8% | $137,256+50.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.63% | 69.37%-53.7pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $16,206 | $4,636+249.5% | $4,154+290.1% | $4,156+289.9% |
| Participant deferral / active EE | $16,070 | $6,166+160.6% | $5,453+194.7% | $6,407+150.8% |
| Admin fee / account holder | $7,303 | $16,471-55.7% | $14,116-48.3% | $12,270-40.5% |