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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 | $248,031 | $183,516+35.2% | $155,534+59.5% | $145,884+70.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.24% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $4,279 | $5,315-19.5% | $4,675-8.5% | $4,662-8.2% |
| Participant deferral / active EE | $13,777 | $6,467+113.1% | $5,630+144.7% | $6,690+106.0% |
| Admin fee / account holder | $66,815 | $19,293+246.3% | $15,900+320.2% | $13,392+398.9% |