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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 | $191,640 | $209,336-8.5% | $197,124-2.8% | $137,256+39.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.92% | 48.09%-30.2pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $19,212 | $6,591+191.5% | $6,227+208.5% | $4,156+362.3% |
| Participant deferral / active EE | $18,313 | $9,614+90.5% | $9,135+100.5% | $6,407+185.8% |
| Admin fee / account holder | $21,953 | $17,308+26.8% | $16,298+34.7% | $12,270+78.9% |