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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 | $211,012 | $183,627+14.9% | $155,602+35.6% | $145,978+44.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.67% | 61.32%-33.6pp | 64.81%-37.1pp | 550.52%-522.9pp |
| Employer contribution / active EE | $14,391 | $5,316+170.7% | $4,675+207.8% | $4,662+208.7% |
| Participant deferral / active EE | $11,674 | $6,466+80.6% | $5,629+107.4% | $6,690+74.5% |
| Admin fee / account holder | $702 | $19,327-96.4% | $15,923-95.6% | $13,400-94.8% |