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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 | $183,539+23.1% | $155,556+45.2% | $145,897+54.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.88% | 61.31%-43.4pp | 64.84%-47.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $7,271 | $5,315+36.8% | $4,675+55.5% | $4,663+55.9% |
| Participant deferral / active EE | $6,477 | $6,467+0.2% | $5,631+15.0% | $6,689-3.2% |
| Admin fee / account holder | $801 | $19,275-95.8% | $15,885-95.0% | $13,390-94.0% |