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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 | $216,052 | $172,111+25.5% | $150,298+43.7% | $137,256+57.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.66% | 69.37%-44.7pp | 62.79%-38.1pp | 220.34%-195.7pp |
| Employer contribution / active EE | $11,456 | $4,636+147.1% | $4,154+175.8% | $4,156+175.7% |
| Participant deferral / active EE | $12,335 | $6,166+100.1% | $5,453+126.2% | $6,407+92.5% |
| Admin fee / account holder | $1,449 | $16,471-91.2% | $14,116-89.7% | $12,270-88.2% |