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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 | $247,720 | $232,540+6.5% | $185,117+33.8% | $147,586+67.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.36% | 43.03%-32.7pp | 40.50%-30.1pp | 578.59%-568.2pp |
| Employer contribution / active EE | $7,656 | $5,195+47.4% | $4,182+83.1% | $4,876+57.0% |
| Participant deferral / active EE | $5,790 | $5,834-0.7% | $5,045+14.8% | $5,439+6.5% |
| Admin fee / account holder | $7,997 | $10,275-22.2% | $8,159-2.0% | $10,886-26.5% |