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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 | $210,755 | $172,111+22.5% | $150,298+40.2% | $137,256+53.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.09% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $7,640 | $4,636+64.8% | $4,154+83.9% | $4,156+83.8% |
| Participant deferral / active EE | $13,878 | $6,166+125.1% | $5,453+154.5% | $6,407+116.6% |
| Admin fee / account holder | $534 | $16,471-96.8% | $14,116-96.2% | $12,270-95.6% |