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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 | $249,904 | $174,379+43.3% | $152,093+64.3% | $138,895+79.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.96% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $16,793 | $4,652+261.0% | $4,175+302.3% | $4,194+300.4% |
| Participant deferral / active EE | $11,721 | $6,159+90.3% | $5,451+115.0% | $6,396+83.2% |
| Admin fee / account holder | $1,569 | $16,880-90.7% | $14,497-89.2% | $12,562-87.5% |