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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 | $207,973 | $172,111+20.8% | $150,298+38.4% | $137,256+51.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.38% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $9,298 | $4,636+100.5% | $4,154+123.8% | $4,156+123.7% |
| Participant deferral / active EE | $8,541 | $6,166+38.5% | $5,453+56.6% | $6,407+33.3% |
| Admin fee / account holder | $1,396 | $16,471-91.5% | $14,116-90.1% | $12,270-88.6% |