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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 | $236,038 | $183,627+28.5% | $155,602+51.7% | $145,978+61.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.10% | 61.32%-39.2pp | 64.81%-42.7pp | 550.52%-528.4pp |
| Employer contribution / active EE | $6,141 | $5,316+15.5% | $4,675+31.4% | $4,662+31.7% |
| Participant deferral / active EE | $6,623 | $6,466+2.4% | $5,629+17.7% | $6,690-1.0% |
| Admin fee / account holder | $851 | $19,327-95.6% | $15,923-94.7% | $13,400-93.7% |