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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 | $200,181 | $154,228+29.8% | $145,433+37.6% | $137,256+45.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.72% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $12,275 | $4,804+155.5% | $4,554+169.5% | $4,156+195.4% |
| Participant deferral / active EE | $10,882 | $8,216+32.4% | $7,897+37.8% | $6,407+69.9% |
| Admin fee / account holder | $8,025 | $14,344-44.1% | $13,129-38.9% | $12,270-34.6% |