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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 | $201,124 | $185,312+8.5% | $161,489+24.5% | $154,746+30.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.86% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $10,525 | $4,769+120.7% | $4,268+146.6% | $4,379+140.3% |
| Participant deferral / active EE | $9,503 | $6,350+49.7% | $5,630+68.8% | $6,730+41.2% |
| Admin fee / account holder | $382 | $18,654-97.9% | $16,006-97.6% | $14,365-97.3% |