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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 | $241,921 | $197,637+22.4% | $177,848+36.0% | $158,982+52.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.10% | 58.77%-43.7pp | 48.33%-33.2pp | 302.99%-287.9pp |
| Employer contribution / active EE | $8,775 | $6,698+31.0% | $5,919+48.3% | $4,763+84.2% |
| Participant deferral / active EE | $17,167 | $8,405+104.2% | $7,714+122.5% | $5,983+186.9% |
| Admin fee / account holder | $17,930 | $15,406+16.4% | $12,431+44.2% | $11,252+59.4% |