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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 | $114,423 | $135,956-15.8% | $123,894-7.6% | $273,972-58.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 244.87% | 56.63%+188.2pp | 47.52%+197.4pp | 41.46%+203.4pp |
| Employer contribution / active EE | $7,268 | $5,170+40.6% | $4,617+57.4% | $4,869+49.3% |
| Participant deferral / active EE | $11,341 | $6,343+78.8% | $5,984+89.5% | $5,287+114.5% |
| Admin fee / account holder | $4,489 | $9,817-54.3% | $8,357-46.3% | $10,133-55.7% |