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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 | $219,973 | $197,637+11.3% | $177,848+23.7% | $158,982+38.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.60% | 58.77%-47.2pp | 48.33%-36.7pp | 302.99%-291.4pp |
| Employer contribution / active EE | $11,516 | $6,698+71.9% | $5,919+94.6% | $4,763+141.8% |
| Participant deferral / active EE | $10,472 | $8,405+24.6% | $7,714+35.8% | $5,983+75.0% |
| Admin fee / account holder | $2,054 | $15,406-86.7% | $12,431-83.5% | $11,252-81.7% |