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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 | $199,572 | $156,398+27.6% | $147,318+35.5% | $138,895+43.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.51% | 78.75%-63.2pp | 70.43%-54.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $9,133 | $4,853+88.2% | $4,593+98.9% | $4,194+117.7% |
| Participant deferral / active EE | $15,539 | $8,237+88.6% | $7,906+96.5% | $6,396+142.9% |
| Admin fee / account holder | $17,472 | $14,976+16.7% | $13,708+27.5% | $12,562+39.1% |