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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 | $237,611 | $156,398+51.9% | $147,318+61.3% | $138,895+71.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.50% | 78.75%-61.3pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $12,002 | $4,853+147.3% | $4,593+161.3% | $4,194+186.2% |
| Participant deferral / active EE | $9,502 | $8,237+15.3% | $7,906+20.2% | $6,396+48.6% |
| Admin fee / account holder | $8,131 | $14,976-45.7% | $13,708-40.7% | $12,562-35.3% |