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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 | $240,873 | $165,399+45.6% | $149,745+60.9% | $158,982+51.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.35% | 348.34%-334.0pp | 276.72%-262.4pp | 302.99%-288.6pp |
| Employer contribution / active EE | $10,710 | $5,105+109.8% | $4,646+130.5% | $4,763+124.9% |
| Participant deferral / active EE | $7,933 | $7,183+10.4% | $6,843+15.9% | $5,983+32.6% |
| Admin fee / account holder | $6,707 | $10,811-38.0% | $9,312-28.0% | $11,252-40.4% |