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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 | $210,698+18.3% | $178,014+40.0% | $145,959+70.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.31% | 386.27%-373.0pp | 294.80%-281.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $10,707 | $4,567+134.4% | $3,950+171.1% | $4,661+129.7% |
| Participant deferral / active EE | $15,892 | $6,958+128.4% | $6,276+153.2% | $6,689+137.6% |
| Admin fee / account holder | $2,532 | $12,016-78.9% | $10,362-75.6% | $13,398-81.1% |