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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 | $218,715 | $154,228+41.8% | $145,433+50.4% | $137,256+59.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.15% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $16,978 | $4,804+253.4% | $4,554+272.8% | $4,156+308.5% |
| Participant deferral / active EE | $15,571 | $8,216+89.5% | $7,897+97.2% | $6,407+143.0% |
| Admin fee / account holder | $6,398 | $14,344-55.4% | $13,129-51.3% | $12,270-47.9% |