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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 | $249,501 | $185,883+34.2% | $170,043+46.7% | $139,466+78.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.40% | 60.54%-38.1pp | 53.40%-31.0pp | 373.66%-351.3pp |
| Employer contribution / active EE | $11,521 | $7,596+51.7% | $6,790+69.7% | $4,754+142.3% |
| Participant deferral / active EE | $8,220 | $11,626-29.3% | $10,410-21.0% | $6,712+22.5% |
| Admin fee / account holder | $492 | $15,393-96.8% | $12,824-96.2% | $11,409-95.7% |