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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 | $244,831 | $178,174+37.4% | $156,181+56.8% | $137,256+78.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.23% | 84.19%-73.0pp | 64.87%-53.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,735 | $4,972-24.9% | $4,294-13.0% | $4,156-10.1% |
| Participant deferral / active EE | $9,199 | $6,888+33.6% | $6,132+50.0% | $6,407+43.6% |
| Admin fee / account holder | $30,631 | $17,404+76.0% | $14,586+110.0% | $12,270+149.6% |