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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 | $231,734 | $168,635+37.4% | $147,617+57.0% | $125,389+84.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 8.98% | 77.65%-68.7pp | 61.98%-53.0pp | 282.24%-273.3pp |
| Employer contribution / active EE | $8,412 | $6,252+34.5% | $5,564+51.2% | $4,866+72.9% |
| Participant deferral / active EE | $9,092 | $5,507+65.1% | $4,895+85.7% | $5,352+69.9% |
| Admin fee / account holder | $5,741 | $13,580-57.7% | $11,612-50.6% | $9,541-39.8% |