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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 | $238,418 | $209,336+13.9% | $197,124+20.9% | $137,256+73.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.77% | 48.09%-32.3pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $11,310 | $6,591+71.6% | $6,227+81.6% | $4,156+172.1% |
| Participant deferral / active EE | $21,925 | $9,614+128.0% | $9,135+140.0% | $6,407+242.2% |
| Admin fee / account holder | $3,376 | $17,308-80.5% | $16,298-79.3% | $12,270-72.5% |