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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 | $234,768 | $154,228+52.2% | $145,433+61.4% | $137,256+71.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.04% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $13,975 | $4,804+190.9% | $4,554+206.8% | $4,156+236.3% |
| Participant deferral / active EE | $8,150 | $8,216-0.8% | $7,897+3.2% | $6,407+27.2% |
| Admin fee / account holder | $122,063 | $14,344+751.0% | $13,129+829.7% | $12,270+894.8% |