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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 | $240,906 | $209,336+15.1% | $197,124+22.2% | $137,256+75.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.25% | 48.09%-30.8pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $25,353 | $6,591+284.7% | $6,227+307.1% | $4,156+510.0% |
| Participant deferral / active EE | $21,746 | $9,614+126.2% | $9,135+138.1% | $6,407+239.4% |
| Admin fee / account holder | $16,547 | $17,308-4.4% | $16,298+1.5% | $12,270+34.9% |