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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 | $237,413 | $157,296+50.9% | $141,191+68.1% | $152,897+55.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.81% | 64.34%-42.5pp | 71.41%-49.6pp | 345.43%-323.6pp |
| Employer contribution / active EE | $5,023 | $5,262-4.5% | $4,736+6.1% | $4,764+5.4% |
| Participant deferral / active EE | $13,560 | $7,111+90.7% | $6,710+102.1% | $5,851+131.7% |
| Admin fee / account holder | $21,756 | $12,125+79.4% | $10,264+112.0% | $11,599+87.6% |