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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 | $229,332 | $178,174+28.7% | $156,181+46.8% | $137,256+67.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.16% | 84.19%-74.0pp | 64.87%-54.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $18,393 | $4,972+270.0% | $4,294+328.4% | $4,156+342.6% |
| Participant deferral / active EE | $19,599 | $6,888+184.5% | $6,132+219.6% | $6,407+205.9% |
| Admin fee / account holder | $93,597 | $17,404+437.8% | $14,586+541.7% | $12,270+662.8% |