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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 | $213,454 | $178,174+19.8% | $156,181+36.7% | $137,256+55.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.36% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,140 | $4,972-16.7% | $4,294-3.6% | $4,156-0.4% |
| Participant deferral / active EE | $20,667 | $6,888+200.0% | $6,132+237.0% | $6,407+222.6% |
| Admin fee / account holder | $60,206 | $17,404+245.9% | $14,586+312.8% | $12,270+390.7% |