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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 | $199,830 | $183,592+8.8% | $155,574+28.4% | $145,877+37.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.64% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $6,052 | $5,317+13.8% | $4,676+29.4% | $4,663+29.8% |
| Participant deferral / active EE | $7,376 | $6,466+14.1% | $5,629+31.0% | $6,691+10.2% |
| Admin fee / account holder | $2,250 | $19,316-88.4% | $15,914-85.9% | $13,402-83.2% |