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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 | $210,191 | $178,174+18.0% | $156,181+34.6% | $137,256+53.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.09% | 84.19%-73.1pp | 64.87%-53.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $6,187 | $4,972+24.4% | $4,294+44.1% | $4,156+48.9% |
| Participant deferral / active EE | $14,727 | $6,888+113.8% | $6,132+140.1% | $6,407+129.9% |
| Admin fee / account holder | $82,363 | $17,404+373.2% | $14,586+464.7% | $12,270+571.2% |