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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 | $154,228+53.4% | $145,433+62.7% | $137,256+72.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.71% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $11,445 | $4,804+138.2% | $4,554+151.3% | $4,156+175.4% |
| Participant deferral / active EE | $7,916 | $8,216-3.7% | $7,897+0.2% | $6,407+23.6% |
| Admin fee / account holder | $11,569 | $14,344-19.3% | $13,129-11.9% | $12,270-5.7% |