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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 | $249,827 | $174,379+43.3% | $152,093+64.3% | $138,895+79.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.74% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $9,088 | $4,652+95.4% | $4,175+117.7% | $4,194+116.7% |
| Participant deferral / active EE | $8,750 | $6,159+42.1% | $5,451+60.5% | $6,396+36.8% |
| Admin fee / account holder | $19,546 | $16,880+15.8% | $14,497+34.8% | $12,562+55.6% |