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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 | $201,350 | $172,111+17.0% | $150,298+34.0% | $137,256+46.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.93% | 69.37%-54.4pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $14,858 | $4,636+220.5% | $4,154+257.7% | $4,156+257.5% |
| Participant deferral / active EE | $6,945 | $6,166+12.6% | $5,453+27.4% | $6,407+8.4% |
| Admin fee / account holder | $373 | $16,471-97.7% | $14,116-97.4% | $12,270-97.0% |