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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 | $183,627+18.2% | $155,602+39.5% | $145,978+48.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.08% | 61.32%-41.2pp | 64.81%-44.7pp | 550.52%-530.4pp |
| Employer contribution / active EE | $5,674 | $5,316+6.7% | $4,675+21.4% | $4,662+21.7% |
| Participant deferral / active EE | $12,256 | $6,466+89.6% | $5,629+117.7% | $6,690+83.2% |
| Admin fee / account holder | $2,062 | $19,327-89.3% | $15,923-87.1% | $13,400-84.6% |