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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 | $181,062+38.0% | $158,223+57.9% | $155,188+61.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.96% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.9pp |
| Employer contribution / active EE | $16,793 | $4,565+267.9% | $4,109+308.7% | $4,248+295.3% |
| Participant deferral / active EE | $11,721 | $6,134+91.1% | $5,467+114.4% | $6,531+79.5% |
| Admin fee / account holder | $1,569 | $18,825-91.7% | $16,047-90.2% | $14,480-89.2% |