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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 | $222,451 | $180,749+23.1% | $160,784+38.4% | $137,256+62.1% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 18.51% | 2234.46%-2216.0pp | 1803.92%-1785.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $6,346 | $4,155+52.7% | $3,733+70.0% | $4,156+52.7% |
| Participant deferral / active EE | $14,081 | $6,844+105.7% | $6,293+123.8% | $6,407+119.8% |
| Admin fee / account holder | $1,001 | $10,397-90.4% | $9,717-89.7% | $12,270-91.8% |