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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 | $217,861 | $154,228+41.3% | $145,433+49.8% | $137,256+58.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.11% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $11,000 | $4,804+129.0% | $4,554+141.5% | $4,156+164.7% |
| Participant deferral / active EE | $8,026 | $8,216-2.3% | $7,897+1.6% | $6,407+25.3% |
| Admin fee / account holder | $10,304 | $14,344-28.2% | $13,129-21.5% | $12,270-16.0% |