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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 | $217,192 | $156,398+38.9% | $147,318+47.4% | $138,895+56.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.23% | 78.75%-58.5pp | 70.43%-50.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $6,899 | $4,853+42.2% | $4,593+50.2% | $4,194+64.5% |
| Participant deferral / active EE | $17,667 | $8,237+114.5% | $7,906+123.4% | $6,396+176.2% |
| Admin fee / account holder | $1,221 | $14,976-91.8% | $13,708-91.1% | $12,562-90.3% |