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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 | $217,048 | $183,516+18.3% | $155,534+39.5% | $145,884+48.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.08% | 61.43%-41.3pp | 64.92%-44.8pp | 551.85%-531.8pp |
| Employer contribution / active EE | $5,674 | $5,315+6.8% | $4,675+21.4% | $4,662+21.7% |
| Participant deferral / active EE | $12,256 | $6,467+89.5% | $5,630+117.7% | $6,690+83.2% |
| Admin fee / account holder | $2,062 | $19,293-89.3% | $15,900-87.0% | $13,392-84.6% |