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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 | $183,539+10.3% | $155,556+30.1% | $145,897+38.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.14% | 61.31%-43.2pp | 64.84%-46.7pp | 552.29%-534.2pp |
| Employer contribution / active EE | $5,800 | $5,315+9.1% | $4,675+24.1% | $4,663+24.4% |
| Participant deferral / active EE | $13,395 | $6,467+107.1% | $5,631+137.9% | $6,689+100.2% |
| Admin fee / account holder | $549 | $19,275-97.2% | $15,885-96.5% | $13,390-95.9% |