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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 | $239,341 | $172,111+39.1% | $150,298+59.2% | $137,256+74.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.16% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $7,000 | $4,636+51.0% | $4,154+68.5% | $4,156+68.4% |
| Participant deferral / active EE | $15,500 | $6,166+151.4% | $5,453+184.3% | $6,407+141.9% |
| Admin fee / account holder | $2,329 | $16,471-85.9% | $14,116-83.5% | $12,270-81.0% |