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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 | $162,136+31.9% | $152,301+40.5% | $154,746+38.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.31% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $14,420 | $4,890+194.9% | $4,624+211.8% | $4,379+229.3% |
| Participant deferral / active EE | $6,601 | $8,341-20.9% | $8,004-17.5% | $6,730-1.9% |
| Admin fee / account holder | $520 | $15,759-96.7% | $14,398-96.4% | $14,365-96.4% |