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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 | $234,813 | $202,440+16.0% | $169,390+38.6% | $139,466+68.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.32% | 532.36%-518.0pp | 406.07%-391.8pp | 373.66%-359.3pp |
| Employer contribution / active EE | $11,559 | $4,693+146.3% | $4,013+188.1% | $4,754+143.1% |
| Participant deferral / active EE | $6,400 | $6,940-7.8% | $6,222+2.9% | $6,712-4.6% |
| Admin fee / account holder | $872 | $10,722-91.9% | $9,015-90.3% | $11,409-92.4% |