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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 | $191,305 | $154,228+24.0% | $145,433+31.5% | $137,256+39.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.29% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $10,792 | $4,804+124.6% | $4,554+137.0% | $4,156+159.7% |
| Participant deferral / active EE | $14,440 | $8,216+75.7% | $7,897+82.8% | $6,407+125.4% |
| Admin fee / account holder | $16,017 | $14,344+11.7% | $13,129+22.0% | $12,270+30.5% |