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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 | $211,588 | $178,174+18.8% | $156,181+35.5% | $137,256+54.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.29% | 84.19%-68.9pp | 64.87%-49.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $12,009 | $4,972+141.5% | $4,294+179.7% | $4,156+189.0% |
| Participant deferral / active EE | $33,325 | $6,888+383.8% | $6,132+443.4% | $6,407+420.2% |
| Admin fee / account holder | $6,590 | $17,404-62.1% | $14,586-54.8% | $12,270-46.3% |