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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 | $214,293 | $198,457+8.0% | $170,435+25.7% | $147,586+45.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.61% | 257.30%-244.7pp | 205.94%-193.3pp | 578.59%-566.0pp |
| Employer contribution / active EE | $8,527 | $6,183+37.9% | $5,432+57.0% | $4,876+74.9% |
| Participant deferral / active EE | $8,496 | $5,629+50.9% | $4,939+72.0% | $5,439+56.2% |
| Admin fee / account holder | $20,021 | $16,852+18.8% | $13,881+44.2% | $10,886+83.9% |