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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 | $202,400 | $183,592+10.2% | $155,574+30.1% | $145,877+38.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.14% | 61.37%-43.2pp | 64.87%-46.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $5,800 | $5,317+9.1% | $4,676+24.1% | $4,663+24.4% |
| Participant deferral / active EE | $13,395 | $6,466+107.2% | $5,629+138.0% | $6,691+100.2% |
| Admin fee / account holder | $549 | $19,316-97.2% | $15,914-96.6% | $13,402-95.9% |