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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 | $201,394 | $197,637+1.9% | $177,848+13.2% | $158,982+26.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.24% | 58.77%-39.5pp | 48.33%-29.1pp | 302.99%-283.7pp |
| Employer contribution / active EE | $14,688 | $6,698+119.3% | $5,919+148.2% | $4,763+208.4% |
| Participant deferral / active EE | $10,354 | $8,405+23.2% | $7,714+34.2% | $5,983+73.0% |
| Admin fee / account holder | $978 | $15,406-93.6% | $12,431-92.1% | $11,252-91.3% |