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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 | $235,029 | $172,111+36.6% | $150,298+56.4% | $137,256+71.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.14% | 69.37%-55.2pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $21,016 | $4,636+353.3% | $4,154+405.9% | $4,156+405.7% |
| Participant deferral / active EE | $10,733 | $6,166+74.1% | $5,453+96.8% | $6,407+67.5% |
| Admin fee / account holder | $1,891 | $16,471-88.5% | $14,116-86.6% | $12,270-84.6% |