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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 | $231,349 | $178,174+29.8% | $156,181+48.1% | $137,256+68.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.44% | 84.19%-62.8pp | 64.87%-43.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $12,521 | $4,972+151.8% | $4,294+191.6% | $4,156+201.3% |
| Participant deferral / active EE | $19,329 | $6,888+180.6% | $6,132+215.2% | $6,407+201.7% |
| Admin fee / account holder | $1,739 | $17,404-90.0% | $14,586-88.1% | $12,270-85.8% |