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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 | $210,363 | $154,228+36.4% | $145,433+44.6% | $137,256+53.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 89.28% | 74.59%+14.7pp | 66.58%+22.7pp | 220.34%-131.1pp |
| Employer contribution / active EE | $8,244 | $4,804+71.6% | $4,554+81.0% | $4,156+98.4% |
| Participant deferral / active EE | $13,729 | $8,216+67.1% | $7,897+73.8% | $6,407+114.3% |
| Admin fee / account holder | $14,305 | $14,344-0.3% | $13,129+9.0% | $12,270+16.6% |