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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 | $220,386 | $172,111+28.0% | $150,298+46.6% | $137,256+60.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.45% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $10,025 | $4,636+116.2% | $4,154+141.3% | $4,156+141.2% |
| Participant deferral / active EE | $10,690 | $6,166+73.4% | $5,453+96.1% | $6,407+66.9% |
| Admin fee / account holder | $73,076 | $16,471+343.7% | $14,116+417.7% | $12,270+495.6% |