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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 | $212,386+12.8% | $199,883+19.8% | $138,895+72.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 69.65% | 47.75%+21.9pp | 43.81%+25.8pp | 145.39%-75.7pp |
| Employer contribution / active EE | $9,281 | $6,625+40.1% | $6,261+48.2% | $4,194+121.3% |
| Participant deferral / active EE | $12,069 | $9,617+25.5% | $9,138+32.1% | $6,396+88.7% |
| Admin fee / account holder | $1,523 | $18,233-91.6% | $17,268-91.2% | $12,562-87.9% |