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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 | $237,053 | $197,625+20.0% | $177,840+33.3% | $158,966+49.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 91.58% | 58.76%+32.8pp | 48.32%+43.3pp | 302.95%-211.4pp |
| Employer contribution / active EE | $23,805 | $6,698+255.4% | $5,919+302.2% | $4,762+399.8% |
| Participant deferral / active EE | $14,340 | $8,405+70.6% | $7,714+85.9% | $5,983+139.7% |
| Admin fee / account holder | $363 | $15,405-97.6% | $12,431-97.1% | $11,250-96.8% |