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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 | $230,010 | $185,312+24.1% | $161,489+42.4% | $154,746+48.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.26% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $6,417 | $4,769+34.6% | $4,268+50.3% | $4,379+46.5% |
| Participant deferral / active EE | $22,706 | $6,350+257.6% | $5,630+303.3% | $6,730+237.4% |
| Admin fee / account holder | $19,543 | $18,654+4.8% | $16,006+22.1% | $14,365+36.0% |