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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 | $241,598 | $178,174+35.6% | $156,181+54.7% | $137,256+76.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.31% | 84.19%-65.9pp | 64.87%-46.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $9,758 | $4,972+96.3% | $4,294+127.2% | $4,156+134.8% |
| Participant deferral / active EE | $15,745 | $6,888+128.6% | $6,132+156.8% | $6,407+145.7% |
| Admin fee / account holder | $4,441 | $17,404-74.5% | $14,586-69.6% | $12,270-63.8% |