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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 | $241,103 | $185,312+30.1% | $161,489+49.3% | $154,746+55.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.43% | 103.84%-90.4pp | 89.72%-76.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $22,548 | $4,769+372.8% | $4,268+428.3% | $4,379+414.9% |
| Participant deferral / active EE | $15,072 | $6,350+137.4% | $5,630+167.7% | $6,730+123.9% |
| Admin fee / account holder | $1,313 | $18,654-93.0% | $16,006-91.8% | $14,365-90.9% |