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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 | $226,641 | $201,372+12.5% | $184,260+23.0% | $145,884+55.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 51.97% | 29.04%+22.9pp | 28.84%+23.1pp | 551.85%-499.9pp |
| Employer contribution / active EE | $2,586 | $7,024-63.2% | $6,427-59.8% | $4,662-44.5% |
| Participant deferral / active EE | $21,487 | $9,808+119.1% | $9,133+135.3% | $6,690+221.2% |
| Admin fee / account holder | $381 | $16,362-97.7% | $13,898-97.3% | $13,392-97.2% |