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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 | $213,918 | $154,228+38.7% | $145,433+47.1% | $137,256+55.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.31% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $14,420 | $4,804+200.2% | $4,554+216.6% | $4,156+247.0% |
| Participant deferral / active EE | $6,601 | $8,216-19.7% | $7,897-16.4% | $6,407+3.0% |
| Admin fee / account holder | $520 | $14,344-96.4% | $13,129-96.0% | $12,270-95.8% |