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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 | $213,703 | $178,174+19.9% | $156,181+36.8% | $137,256+55.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.16% | 84.19%-63.0pp | 64.87%-43.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $15,578 | $4,972+213.3% | $4,294+262.8% | $4,156+274.8% |
| Participant deferral / active EE | $10,863 | $6,888+57.7% | $6,132+77.1% | $6,407+69.6% |
| Admin fee / account holder | $30,305 | $17,404+74.1% | $14,586+107.8% | $12,270+147.0% |