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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 | $218,141 | $154,228+41.4% | $145,433+50.0% | $137,256+58.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.54% | 74.59%-60.1pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $9,214 | $4,804+91.8% | $4,554+102.3% | $4,156+121.7% |
| Participant deferral / active EE | $12,721 | $8,216+54.8% | $7,897+61.1% | $6,407+98.6% |
| Admin fee / account holder | $635 | $14,344-95.6% | $13,129-95.2% | $12,270-94.8% |