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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 | $206,444 | $162,821+26.8% | $133,978+54.1% | $158,982+29.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 51.53% | 41.95%+9.6pp | 45.10%+6.4pp | 302.99%-251.5pp |
| Employer contribution / active EE | $3,510 | $4,976-29.5% | $3,919-10.4% | $4,763-26.3% |
| Participant deferral / active EE | $9,200 | $5,910+55.7% | $5,047+82.3% | $5,983+53.7% |
| Admin fee / account holder | $968 | $11,742-91.8% | $8,930-89.2% | $11,252-91.4% |