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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 | $207,872 | $183,516+13.3% | $155,534+33.7% | $145,884+42.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.94% | 61.43%-43.5pp | 64.92%-47.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $7,232 | $5,315+36.1% | $4,675+54.7% | $4,662+55.1% |
| Participant deferral / active EE | $15,550 | $6,467+140.5% | $5,630+176.2% | $6,690+132.4% |
| Admin fee / account holder | $2,965 | $19,293-84.6% | $15,900-81.4% | $13,392-77.9% |