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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 | $173,740 | $223,823-22.4% | $211,142-17.7% | $154,746+12.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.04% | 50.39%-32.4pp | 46.84%-28.8pp | 172.34%-154.3pp |
| Employer contribution / active EE | $15,197 | $6,787+123.9% | $6,442+135.9% | $4,379+247.0% |
| Participant deferral / active EE | $12,674 | $9,750+30.0% | $9,284+36.5% | $6,730+88.3% |
| Admin fee / account holder | $215,016 | $19,707+991.1% | $19,076+1027.2% | $14,365+1396.8% |