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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 | $174,379+23.9% | $152,093+42.1% | $138,895+55.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 24.66% | 74.86%-50.2pp | 66.36%-41.7pp | 145.39%-120.7pp |
| Employer contribution / active EE | $11,456 | $4,652+146.3% | $4,175+174.4% | $4,194+173.1% |
| Participant deferral / active EE | $12,335 | $6,159+100.3% | $5,451+126.3% | $6,396+92.9% |
| Admin fee / account holder | $1,449 | $16,880-91.4% | $14,497-90.0% | $12,562-88.5% |