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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 | $219,125 | $190,879+14.8% | $160,009+36.9% | $134,532+62.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 25.14% | 552.63%-527.5pp | 408.85%-383.7pp | 418.27%-393.1pp |
| Employer contribution / active EE | $12,186 | $4,995+144.0% | $4,225+188.4% | $4,741+157.0% |
| Participant deferral / active EE | $15,947 | $6,924+130.3% | $6,183+157.9% | $6,401+149.1% |
| Admin fee / account holder | $8,439 | $10,495-19.6% | $8,715-3.2% | $11,429-26.2% |