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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 | $201,124 | $174,379+15.3% | $152,093+32.2% | $138,895+44.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.86% | 74.86%-62.0pp | 66.36%-53.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $10,525 | $4,652+126.2% | $4,175+152.1% | $4,194+150.9% |
| Participant deferral / active EE | $9,503 | $6,159+54.3% | $5,451+74.3% | $6,396+48.6% |
| Admin fee / account holder | $382 | $16,880-97.7% | $14,497-97.4% | $12,562-97.0% |