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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 | $210,945 | $183,592+14.9% | $155,574+35.6% | $145,877+44.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.55% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $16,576 | $5,317+211.8% | $4,676+254.5% | $4,663+255.5% |
| Participant deferral / active EE | $10,313 | $6,466+59.5% | $5,629+83.2% | $6,691+54.1% |
| Admin fee / account holder | $1,632 | $19,316-91.6% | $15,914-89.7% | $13,402-87.8% |