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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 | $230,906 | $208,088+11.0% | $186,193+24.0% | $154,746+49.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 10.05% | 89.97%-79.9pp | 78.03%-68.0pp | 172.34%-162.3pp |
| Employer contribution / active EE | $4,598 | $4,340+5.9% | $3,918+17.4% | $4,379+5.0% |
| Participant deferral / active EE | $18,914 | $7,078+167.2% | $6,513+190.4% | $6,730+181.0% |
| Admin fee / account holder | $110,273 | $11,698+842.6% | $11,058+897.2% | $14,365+667.6% |