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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 | $230,939 | $197,625+16.9% | $177,840+29.9% | $158,966+45.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.93% | 58.76%-45.8pp | 48.32%-35.4pp | 302.95%-290.0pp |
| Employer contribution / active EE | $6,097 | $6,698-9.0% | $5,919+3.0% | $4,762+28.0% |
| Participant deferral / active EE | $17,037 | $8,405+102.7% | $7,714+120.9% | $5,983+184.7% |
| Admin fee / account holder | $561 | $15,405-96.4% | $12,431-95.5% | $11,250-95.0% |