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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 | $248,926 | $226,105+10.1% | $182,540+36.4% | $152,897+62.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.76% | 192.58%-174.8pp | 148.58%-130.8pp | 345.43%-327.7pp |
| Employer contribution / active EE | $2,397 | $4,978-51.9% | $4,076-41.2% | $4,764-49.7% |
| Participant deferral / active EE | $19,949 | $6,370+213.2% | $5,525+261.1% | $5,851+240.9% |
| Admin fee / account holder | $96,566 | $10,706+802.0% | $8,593+1023.7% | $11,599+732.5% |