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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 | $221,206 | $182,442+21.2% | $163,379+35.4% | $138,895+59.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.83% | 72.74%-59.9pp | 63.41%-50.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $10,275 | $4,159+147.0% | $3,752+173.8% | $4,194+145.0% |
| Participant deferral / active EE | $20,338 | $6,817+198.3% | $6,282+223.8% | $6,396+218.0% |
| Admin fee / account holder | $1,723 | $10,396-83.4% | $9,818-82.5% | $12,562-86.3% |