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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 | $191,089 | $148,558+28.6% | $135,925+40.6% | $139,427+37.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.39% | 79.22%-60.8pp | 68.25%-49.9pp | 373.27%-354.9pp |
| Employer contribution / active EE | $6,120 | $5,244+16.7% | $4,857+26.0% | $4,752+28.8% |
| Participant deferral / active EE | $26,520 | $8,101+227.4% | $7,759+241.8% | $6,711+295.2% |
| Admin fee / account holder | $2,102 | $12,401-83.1% | $10,764-80.5% | $11,404-81.6% |