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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 | $190,504 | $172,111+10.7% | $150,298+26.8% | $137,256+38.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.75% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $12,474 | $4,636+169.0% | $4,154+200.3% | $4,156+200.1% |
| Participant deferral / active EE | $8,879 | $6,166+44.0% | $5,453+62.8% | $6,407+38.6% |
| Admin fee / account holder | $16,762 | $16,471+1.8% | $14,116+18.7% | $12,270+36.6% |