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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 | $247,698 | $209,422+18.3% | $178,503+38.8% | $158,982+55.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.70% | 188.81%-176.1pp | 151.12%-138.4pp | 302.99%-290.3pp |
| Employer contribution / active EE | $6,276 | $5,707+10.0% | $5,011+25.2% | $4,763+31.8% |
| Participant deferral / active EE | $4,687 | $5,955-21.3% | $5,202-9.9% | $5,983-21.7% |
| Admin fee / account holder | $4,160 | $17,079-75.6% | $13,987-70.3% | $11,252-63.0% |