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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 | $219,383 | $212,386+3.3% | $199,883+9.8% | $138,895+57.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.58% | 47.75%-28.2pp | 43.81%-24.2pp | 145.39%-125.8pp |
| Employer contribution / active EE | $18,232 | $6,625+175.2% | $6,261+191.2% | $4,194+334.7% |
| Participant deferral / active EE | $20,366 | $9,617+111.8% | $9,138+122.9% | $6,396+218.4% |
| Admin fee / account holder | $1,741 | $18,233-90.5% | $17,268-89.9% | $12,562-86.1% |