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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 | $231,029 | $196,972+17.3% | $182,262+26.8% | $198,609+16.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.93% | 158.27%-147.3pp | 140.60%-129.7pp | 202.70%-191.8pp |
| Employer contribution / active EE | $7,425 | $5,364+38.4% | $5,046+47.2% | $5,055+46.9% |
| Participant deferral / active EE | $15,150 | $8,643+75.3% | $8,276+83.0% | $6,977+117.1% |
| Admin fee / account holder | $28,464 | $18,429+54.5% | $16,712+70.3% | $19,030+49.6% |