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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 | $204,828 | $162,136+26.3% | $152,301+34.5% | $154,746+32.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.92% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $14,922 | $4,890+205.1% | $4,624+222.7% | $4,379+240.8% |
| Participant deferral / active EE | $13,934 | $8,341+67.1% | $8,004+74.1% | $6,730+107.0% |
| Admin fee / account holder | $21,315 | $15,759+35.3% | $14,398+48.0% | $14,365+48.4% |