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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 | $241,688 | $154,209+56.7% | $130,062+85.8% | $139,487+73.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.95% | 32.52%-15.6pp | -137.37%+154.3pp | 373.84%-356.9pp |
| Employer contribution / active EE | $8,481 | $5,292+60.2% | $4,322+96.2% | $4,755+78.4% |
| Participant deferral / active EE | $7,746 | $6,709+15.5% | $5,821+33.1% | $6,713+15.4% |
| Admin fee / account holder | $14,477 | $13,988+3.5% | $10,601+36.6% | $11,407+26.9% |