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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 | $221,135 | $223,823-1.2% | $211,142+4.7% | $154,746+42.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.81% | 50.39%-29.6pp | 46.84%-26.0pp | 172.34%-151.5pp |
| Employer contribution / active EE | $12,630 | $6,787+86.1% | $6,442+96.0% | $4,379+188.4% |
| Participant deferral / active EE | $23,936 | $9,750+145.5% | $9,284+157.8% | $6,730+255.6% |
| Admin fee / account holder | $17,355 | $19,707-11.9% | $19,076-9.0% | $14,365+20.8% |