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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 | $174,294 | $172,111+1.3% | $150,298+16.0% | $137,256+27.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.33% | 69.37%-56.0pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $9,617 | $4,636+107.4% | $4,154+131.5% | $4,156+131.4% |
| Participant deferral / active EE | $14,951 | $6,166+142.5% | $5,453+174.2% | $6,407+133.4% |
| Admin fee / account holder | $40,371 | $16,471+145.1% | $14,116+186.0% | $12,270+229.0% |