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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 | $249,289 | $166,268+49.9% | $165,100+51.0% | $145,897+70.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.77% | 100.52%-88.8pp | 70.21%-58.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $10,335 | $5,284+95.6% | $4,348+137.7% | $4,663+121.7% |
| Participant deferral / active EE | $6,820 | $6,964-2.1% | $6,035+13.0% | $6,689+2.0% |
| Admin fee / account holder | $1,547 | $16,659-90.7% | $12,696-87.8% | $13,390-88.5% |