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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 | $185,312+33.5% | $161,489+53.2% | $154,746+59.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.58% | 103.84%-89.3pp | 89.72%-75.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $8,553 | $4,769+79.3% | $4,268+100.4% | $4,379+95.3% |
| Participant deferral / active EE | $6,937 | $6,350+9.3% | $5,630+23.2% | $6,730+3.1% |
| Admin fee / account holder | $4,823 | $18,654-74.1% | $16,006-69.9% | $14,365-66.4% |