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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 | $188,214 | $154,228+22.0% | $145,433+29.4% | $137,256+37.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.25% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $16,667 | $4,804+246.9% | $4,554+265.9% | $4,156+301.0% |
| Participant deferral / active EE | $9,644 | $8,216+17.4% | $7,897+22.1% | $6,407+50.5% |
| Admin fee / account holder | $378 | $14,344-97.4% | $13,129-97.1% | $12,270-96.9% |