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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 | $185,312+24.7% | $161,489+43.1% | $154,746+49.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.89% | 103.84%-91.0pp | 89.72%-76.8pp | 172.34%-159.5pp |
| Employer contribution / active EE | $4,751 | $4,769-0.4% | $4,268+11.3% | $4,379+8.5% |
| Participant deferral / active EE | $8,364 | $6,350+31.7% | $5,630+48.6% | $6,730+24.3% |
| Admin fee / account holder | $29,718 | $18,654+59.3% | $16,006+85.7% | $14,365+106.9% |