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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 | $205,345 | $203,483+0.9% | $152,473+34.7% | $167,536+22.6% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.2%+14.1pp | 82.1%+10.2pp |
| Annual return | 14.28% | 13.80%+0.5pp | 757.59%-743.3pp | 478.82%-464.5pp |
| Employer contribution / active EE | $17,121 | $5,219+228.0% | $4,326+295.8% | $4,839+253.8% |
| Participant deferral / active EE | $7,724 | $6,711+15.1% | $5,817+32.8% | $6,342+21.8% |
| Admin fee / account holder | $1,162 | $22,521-94.8% | $15,811-92.7% | $12,315-90.6% |