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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 | $208,752 | $185,856+12.3% | $170,028+22.8% | $139,456+49.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.71% | 60.52%-43.8pp | 53.39%-36.7pp | 373.45%-356.7pp |
| Employer contribution / active EE | $14,228 | $7,593+87.4% | $6,788+109.6% | $4,753+199.4% |
| Participant deferral / active EE | $8,468 | $11,623-27.1% | $10,409-18.6% | $6,711+26.2% |
| Admin fee / account holder | $3,788 | $15,387-75.4% | $12,820-70.5% | $11,407-66.8% |