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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 | $201,615 | $154,228+30.7% | $145,433+38.6% | $137,256+46.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.51% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $8,429 | $4,804+75.5% | $4,554+85.1% | $4,156+102.8% |
| Participant deferral / active EE | $15,209 | $8,216+85.1% | $7,897+92.6% | $6,407+137.4% |
| Admin fee / account holder | $13,185 | $14,344-8.1% | $13,129+0.4% | $12,270+7.5% |