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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 | $183,278 | $172,111+6.5% | $150,298+21.9% | $137,256+33.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.90% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $11,641 | $4,636+151.1% | $4,154+180.2% | $4,156+180.1% |
| Participant deferral / active EE | $9,103 | $6,166+47.6% | $5,453+67.0% | $6,407+42.1% |
| Admin fee / account holder | $701 | $16,471-95.7% | $14,116-95.0% | $12,270-94.3% |