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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 | $198,753 | $183,627+8.2% | $155,602+27.7% | $145,978+36.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.64% | 61.32%-46.7pp | 64.81%-50.2pp | 550.52%-535.9pp |
| Employer contribution / active EE | $74,833 | $5,316+1307.6% | $4,675+1500.6% | $4,662+1505.2% |
| Participant deferral / active EE | $29,887 | $6,466+362.2% | $5,629+431.0% | $6,690+346.8% |
| Admin fee / account holder | $45,101 | $19,327+133.4% | $15,923+183.2% | $13,400+236.6% |