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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 | $239,555 | $209,336+14.4% | $197,124+21.5% | $137,256+74.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 69.65% | 48.09%+21.6pp | 44.34%+25.3pp | 220.34%-150.7pp |
| Employer contribution / active EE | $9,281 | $6,591+40.8% | $6,227+49.0% | $4,156+123.3% |
| Participant deferral / active EE | $12,069 | $9,614+25.5% | $9,135+32.1% | $6,407+88.4% |
| Admin fee / account holder | $1,523 | $17,308-91.2% | $16,298-90.7% | $12,270-87.6% |