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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 | $201,022 | $172,111+16.8% | $150,298+33.7% | $137,256+46.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.77% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $5,849 | $4,636+26.2% | $4,154+40.8% | $4,156+40.7% |
| Participant deferral / active EE | $21,000 | $6,166+240.6% | $5,453+285.1% | $6,407+227.8% |
| Admin fee / account holder | $431 | $16,471-97.4% | $14,116-96.9% | $12,270-96.5% |