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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 | $210,074 | $165,381+27.0% | $149,730+40.3% | $158,966+32.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.29% | 348.29%-330.0pp | 276.70%-258.4pp | 302.95%-284.7pp |
| Employer contribution / active EE | $7,638 | $5,104+49.6% | $4,645+64.4% | $4,762+60.4% |
| Participant deferral / active EE | $8,223 | $7,182+14.5% | $6,843+20.2% | $5,983+37.4% |
| Admin fee / account holder | $44,285 | $10,809+309.7% | $9,310+375.6% | $11,250+293.6% |