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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 | $188,965 | $197,637-4.4% | $177,848+6.3% | $158,982+18.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.55% | 58.77%-44.2pp | 48.33%-33.8pp | 302.99%-288.4pp |
| Employer contribution / active EE | $21,234 | $6,698+217.0% | $5,919+258.8% | $4,763+345.8% |
| Participant deferral / active EE | $17,640 | $8,405+109.9% | $7,714+128.7% | $5,983+194.8% |
| Admin fee / account holder | $1,481 | $15,406-90.4% | $12,431-88.1% | $11,252-86.8% |