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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 | $226,034 | $165,399+36.7% | $149,745+50.9% | $158,982+42.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.65% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.3pp |
| Employer contribution / active EE | $12,845 | $5,105+151.6% | $4,646+176.5% | $4,763+169.7% |
| Participant deferral / active EE | $7,963 | $7,183+10.9% | $6,843+16.4% | $5,983+33.1% |
| Admin fee / account holder | $5,113 | $10,811-52.7% | $9,312-45.1% | $11,252-54.6% |