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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 | $237,293 | $172,111+37.9% | $150,298+57.9% | $137,256+72.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 63.89% | 69.37%-5.5pp | 62.79%+1.1pp | 220.34%-156.5pp |
| Employer contribution / active EE | $8,654 | $4,636+86.7% | $4,154+108.3% | $4,156+108.2% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,039 | $16,471-57.3% | $14,116-50.1% | $12,270-42.6% |