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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 | $217,960 | $212,386+2.6% | $199,883+9.0% | $138,895+56.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.27% | 47.75%-30.5pp | 43.81%-26.5pp | 145.39%-128.1pp |
| Employer contribution / active EE | $15,432 | $6,625+133.0% | $6,261+146.5% | $4,194+267.9% |
| Participant deferral / active EE | $9,862 | $9,617+2.5% | $9,138+7.9% | $6,396+54.2% |
| Admin fee / account holder | $7,200 | $18,233-60.5% | $17,268-58.3% | $12,562-42.7% |