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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 | $246,317 | $174,379+41.3% | $152,093+62.0% | $138,895+77.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.02% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $12,937 | $4,652+178.1% | $4,175+209.9% | $4,194+208.5% |
| Participant deferral / active EE | $10,463 | $6,159+69.9% | $5,451+91.9% | $6,396+63.6% |
| Admin fee / account holder | $18,600 | $16,880+10.2% | $14,497+28.3% | $12,562+48.1% |