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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 | $216,740 | $172,111+25.9% | $150,298+44.2% | $137,256+57.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.20% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $9,334 | $4,636+101.3% | $4,154+124.7% | $4,156+124.6% |
| Participant deferral / active EE | $10,639 | $6,166+72.5% | $5,453+95.1% | $6,407+66.1% |
| Admin fee / account holder | $1,772 | $16,471-89.2% | $14,116-87.4% | $12,270-85.6% |