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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 | $185,312+9.9% | $161,489+26.1% | $154,746+31.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.07% | 103.84%-89.8pp | 89.72%-75.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $5,252 | $4,769+10.1% | $4,268+23.0% | $4,379+19.9% |
| Participant deferral / active EE | $11,499 | $6,350+81.1% | $5,630+104.2% | $6,730+70.9% |
| Admin fee / account holder | $213,912 | $18,654+1046.7% | $16,006+1236.5% | $14,365+1389.1% |