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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 | $247,661 | $178,174+39.0% | $156,181+58.6% | $137,256+80.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.22% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $7,500 | $4,972+50.9% | $4,294+74.7% | $4,156+80.5% |
| Participant deferral / active EE | $3,226 | $6,888-53.2% | $6,132-47.4% | $6,407-49.6% |
| Admin fee / account holder | $24,594 | $17,404+41.3% | $14,586+68.6% | $12,270+100.4% |