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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 | $249,878 | $185,883+34.4% | $170,043+46.9% | $139,466+79.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.94% | 60.54%-33.6pp | 53.40%-26.5pp | 373.66%-346.7pp |
| Employer contribution / active EE | $39,849 | $7,596+424.6% | $6,790+486.9% | $4,754+738.2% |
| Participant deferral / active EE | $35,913 | $11,626+208.9% | $10,410+245.0% | $6,712+435.1% |
| Admin fee / account holder | $28,843 | $15,393+87.4% | $12,824+124.9% | $11,409+152.8% |