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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 | $214,108 | $185,312+15.5% | $161,489+32.6% | $154,746+38.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.81% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $17,003 | $4,769+256.5% | $4,268+298.4% | $4,379+288.3% |
| Participant deferral / active EE | $15,491 | $6,350+144.0% | $5,630+175.2% | $6,730+130.2% |
| Admin fee / account holder | $1,005 | $18,654-94.6% | $16,006-93.7% | $14,365-93.0% |