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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 | $238,087 | $178,174+33.6% | $156,181+52.4% | $137,256+73.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 25.97% | 84.19%-58.2pp | 64.87%-38.9pp | 220.34%-194.4pp |
| Employer contribution / active EE | $5,253 | $4,972+5.7% | $4,294+22.3% | $4,156+26.4% |
| Participant deferral / active EE | $8,361 | $6,888+21.4% | $6,132+36.3% | $6,407+30.5% |
| Admin fee / account holder | $627 | $17,404-96.4% | $14,586-95.7% | $12,270-94.9% |