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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 | $236,603 | $156,398+51.3% | $147,318+60.6% | $138,895+70.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.71% | 78.75%-65.0pp | 70.43%-56.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $11,445 | $4,853+135.8% | $4,593+149.2% | $4,194+172.9% |
| Participant deferral / active EE | $7,916 | $8,237-3.9% | $7,906+0.1% | $6,396+23.8% |
| Admin fee / account holder | $11,569 | $14,976-22.7% | $13,708-15.6% | $12,562-7.9% |