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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 | $225,571 | $183,592+22.9% | $155,574+45.0% | $145,877+54.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.89% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,177 | $5,317-59.1% | $4,676-53.4% | $4,663-53.3% |
| Participant deferral / active EE | $3,767 | $6,466-41.7% | $5,629-33.1% | $6,691-43.7% |
| Admin fee / account holder | $20,327 | $19,316+5.2% | $15,914+27.7% | $13,402+51.7% |