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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 | $246,182 | $165,381+48.9% | $149,730+64.4% | $158,966+54.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.61% | 348.29%-334.7pp | 276.70%-263.1pp | 302.95%-289.3pp |
| Employer contribution / active EE | $19,318 | $5,104+278.5% | $4,645+315.9% | $4,762+305.6% |
| Participant deferral / active EE | $7,991 | $7,182+11.3% | $6,843+16.8% | $5,983+33.6% |
| Admin fee / account holder | $32,413 | $10,809+199.9% | $9,310+248.1% | $11,250+188.1% |