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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 | $179,920 | $135,956+32.3% | $123,894+45.2% | $273,972-34.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16550.95% | 56.63%+16494.3pp | 47.52%+16503.4pp | 41.46%+16509.5pp |
| Employer contribution / active EE | $6,335 | $5,170+22.5% | $4,617+37.2% | $4,869+30.1% |
| Participant deferral / active EE | $21,177 | $6,343+233.9% | $5,984+253.9% | $5,287+300.5% |
| Admin fee / account holder | $28,762 | $9,817+193.0% | $8,357+244.2% | $10,133+183.9% |