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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 | $215,628 | $172,111+25.3% | $150,298+43.5% | $137,256+57.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.63% | 69.37%-52.7pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $7,750 | $4,636+67.2% | $4,154+86.6% | $4,156+86.5% |
| Participant deferral / active EE | $10,962 | $6,166+77.8% | $5,453+101.0% | $6,407+71.1% |
| Admin fee / account holder | $100,345 | $16,471+509.2% | $14,116+610.9% | $12,270+717.8% |