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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 | $211,038 | $174,379+21.0% | $152,093+38.8% | $138,895+51.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.34% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $15,999 | $4,652+243.9% | $4,175+283.2% | $4,194+281.5% |
| Participant deferral / active EE | $11,070 | $6,159+79.7% | $5,451+103.1% | $6,396+73.1% |
| Admin fee / account holder | $1,343 | $16,880-92.0% | $14,497-90.7% | $12,562-89.3% |