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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 | $246,423 | $183,539+34.3% | $155,556+58.4% | $145,897+68.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.43% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $3,271 | $5,315-38.5% | $4,675-30.0% | $4,663-29.8% |
| Participant deferral / active EE | $11,061 | $6,467+71.0% | $5,631+96.4% | $6,689+65.4% |
| Admin fee / account holder | $14,068 | $19,275-27.0% | $15,885-11.4% | $13,390+5.1% |