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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 | $227,044 | $172,111+31.9% | $150,298+51.1% | $137,256+65.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.91% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $9,956 | $4,636+114.7% | $4,154+139.7% | $4,156+139.6% |
| Participant deferral / active EE | $10,986 | $6,166+78.2% | $5,453+101.5% | $6,407+71.5% |
| Admin fee / account holder | $4,801 | $16,471-70.9% | $14,116-66.0% | $12,270-60.9% |