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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 | $209,725 | $183,592+14.2% | $155,574+34.8% | $145,877+43.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.71% | 61.37%-44.7pp | 64.87%-48.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $7,615 | $5,317+43.2% | $4,676+62.9% | $4,663+63.3% |
| Participant deferral / active EE | $6,130 | $6,466-5.2% | $5,629+8.9% | $6,691-8.4% |
| Admin fee / account holder | $13,838 | $19,316-28.4% | $15,914-13.0% | $13,402+3.2% |