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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 | $242,335 | $223,823+8.3% | $211,142+14.8% | $154,746+56.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.97% | 50.39%-36.4pp | 46.84%-32.9pp | 172.34%-158.4pp |
| Employer contribution / active EE | $5,855 | $6,787-13.7% | $6,442-9.1% | $4,379+33.7% |
| Participant deferral / active EE | $15,500 | $9,750+59.0% | $9,284+67.0% | $6,730+130.3% |
| Admin fee / account holder | $7,168 | $19,707-63.6% | $19,076-62.4% | $14,365-50.1% |