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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 | $203,579 | $172,111+18.3% | $150,298+35.4% | $137,256+48.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.07% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $5,252 | $4,636+13.3% | $4,154+26.4% | $4,156+26.4% |
| Participant deferral / active EE | $11,499 | $6,166+86.5% | $5,453+110.9% | $6,407+79.5% |
| Admin fee / account holder | $213,912 | $16,471+1198.7% | $14,116+1415.4% | $12,270+1643.3% |