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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 | $221,377 | $154,228+43.5% | $145,433+52.2% | $137,256+61.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 146.62% | 74.59%+72.0pp | 66.58%+80.0pp | 220.34%-73.7pp |
| Employer contribution / active EE | $1,898 | $4,804-60.5% | $4,554-58.3% | $4,156-54.3% |
| Participant deferral / active EE | $21,574 | $8,216+162.6% | $7,897+173.2% | $6,407+236.7% |
| Admin fee / account holder | $1,116 | $14,344-92.2% | $13,129-91.5% | $12,270-90.9% |