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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 | $247,462 | $227,399+8.8% | $189,758+30.4% | $198,609+24.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.58% | 61.03%-46.4pp | 52.62%-38.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $8,553 | $5,526+54.8% | $4,767+79.4% | $5,055+69.2% |
| Participant deferral / active EE | $6,937 | $6,837+1.5% | $5,856+18.5% | $6,977-0.6% |
| Admin fee / account holder | $4,823 | $25,162-80.8% | $20,388-76.3% | $19,030-74.7% |