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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 | $231,038 | $172,111+34.2% | $150,298+53.7% | $137,256+68.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.89% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $4,751 | $4,636+2.5% | $4,154+14.4% | $4,156+14.3% |
| Participant deferral / active EE | $8,364 | $6,166+35.6% | $5,453+53.4% | $6,407+30.5% |
| Admin fee / account holder | $29,718 | $16,471+80.4% | $14,116+110.5% | $12,270+142.2% |