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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 | $245,508 | $156,398+57.0% | $147,318+66.7% | $138,895+76.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.44% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $36,176 | $4,853+645.4% | $4,593+687.7% | $4,194+762.5% |
| Participant deferral / active EE | $28,498 | $8,237+246.0% | $7,906+260.4% | $6,396+345.6% |
| Admin fee / account holder | $30,809 | $14,976+105.7% | $13,708+124.8% | $12,562+145.3% |