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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 | $201,637 | $183,592+9.8% | $155,574+29.6% | $145,877+38.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.92% | 61.37%-43.5pp | 64.87%-46.9pp | 551.28%-533.4pp |
| Employer contribution / active EE | $6,104 | $5,317+14.8% | $4,676+30.5% | $4,663+30.9% |
| Participant deferral / active EE | $14,047 | $6,466+117.2% | $5,629+149.5% | $6,691+110.0% |
| Admin fee / account holder | $32,364 | $19,316+67.6% | $15,914+103.4% | $13,402+141.5% |