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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 | $225,846 | $183,592+23.0% | $155,574+45.2% | $145,877+54.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.88% | 61.37%-43.5pp | 64.87%-47.0pp | 551.28%-533.4pp |
| Employer contribution / active EE | $7,271 | $5,317+36.8% | $4,676+55.5% | $4,663+55.9% |
| Participant deferral / active EE | $6,477 | $6,466+0.2% | $5,629+15.1% | $6,691-3.2% |
| Admin fee / account holder | $801 | $19,316-95.9% | $15,914-95.0% | $13,402-94.0% |