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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 | $219,846 | $196,972+11.6% | $182,262+20.6% | $198,609+10.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.18% | 158.27%-138.1pp | 140.60%-120.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $11,544 | $5,364+115.2% | $5,046+128.8% | $5,055+128.4% |
| Participant deferral / active EE | $11,606 | $8,643+34.3% | $8,276+40.2% | $6,977+66.3% |
| Admin fee / account holder | $826 | $18,429-95.5% | $16,712-95.1% | $19,030-95.7% |