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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 | $244,981 | $197,637+24.0% | $177,848+37.7% | $158,982+54.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.57% | 58.77%-32.2pp | 48.33%-21.8pp | 302.99%-276.4pp |
| Employer contribution / active EE | $9,058 | $6,698+35.2% | $5,919+53.0% | $4,763+90.2% |
| Participant deferral / active EE | $11,922 | $8,405+41.8% | $7,714+54.6% | $5,983+99.2% |
| Admin fee / account holder | $6,833 | $15,406-55.6% | $12,431-45.0% | $11,252-39.3% |