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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 | $243,208 | $183,592+32.5% | $155,574+56.3% | $145,877+66.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.43% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $5,406 | $5,317+1.7% | $4,676+15.6% | $4,663+15.9% |
| Participant deferral / active EE | $10,942 | $6,466+69.2% | $5,629+94.4% | $6,691+63.5% |
| Admin fee / account holder | $19,064 | $19,316-1.3% | $15,914+19.8% | $13,402+42.2% |