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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 | $206,615 | $154,228+34.0% | $145,433+42.1% | $137,256+50.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.16% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $21,206 | $4,804+341.4% | $4,554+365.6% | $4,156+410.2% |
| Participant deferral / active EE | $20,841 | $8,216+153.6% | $7,897+163.9% | $6,407+225.3% |
| Admin fee / account holder | $6,984 | $14,344-51.3% | $13,129-46.8% | $12,270-43.1% |