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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 | $219,845 | $209,336+5.0% | $197,124+11.5% | $137,256+60.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.64% | 48.09%-33.4pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $22,835 | $6,591+246.5% | $6,227+266.7% | $4,156+449.4% |
| Participant deferral / active EE | $13,308 | $9,614+38.4% | $9,135+45.7% | $6,407+107.7% |
| Admin fee / account holder | $72,758 | $17,308+320.4% | $16,298+346.4% | $12,270+493.0% |