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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 | $249,234 | $211,239+18.0% | $178,528+39.6% | $145,877+70.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.31% | 30.22%-16.9pp | 27.11%-13.8pp | 551.28%-538.0pp |
| Employer contribution / active EE | $10,707 | $4,570+134.3% | $3,950+171.0% | $4,663+129.6% |
| Participant deferral / active EE | $15,892 | $6,963+128.2% | $6,278+153.1% | $6,691+137.5% |
| Admin fee / account holder | $2,532 | $12,095-79.1% | $10,419-75.7% | $13,402-81.1% |