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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 | $238,212 | $211,288+12.7% | $178,540+33.4% | $145,884+63.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.57% | 30.27%-16.7pp | 27.15%-13.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $16,397 | $4,574+258.5% | $3,953+314.8% | $4,662+251.7% |
| Participant deferral / active EE | $10,461 | $6,967+50.2% | $6,281+66.6% | $6,690+56.4% |
| Admin fee / account holder | $66,565 | $12,105+449.9% | $10,424+538.6% | $13,392+397.1% |