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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 | $221,249 | $203,436+8.8% | $152,466+45.1% | $167,518+32.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 19.50% | 13.80%+5.7pp | 757.33%-737.8pp | 478.71%-459.2pp |
| Employer contribution / active EE | $6,337 | $5,220+21.4% | $4,327+46.5% | $4,838+31.0% |
| Participant deferral / active EE | $15,578 | $6,716+131.9% | $5,820+167.6% | $6,342+145.6% |
| Admin fee / account holder | $3,243 | $22,506-85.6% | $15,805-79.5% | $12,312-73.7% |