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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 | $218,513 | $185,312+17.9% | $161,489+35.3% | $154,746+41.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.31% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $15,809 | $4,769+231.5% | $4,268+270.4% | $4,379+261.0% |
| Participant deferral / active EE | $13,134 | $6,350+106.8% | $5,630+133.3% | $6,730+95.1% |
| Admin fee / account holder | $2,950 | $18,654-84.2% | $16,006-81.6% | $14,365-79.5% |