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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 | $247,212 | $166,268+48.7% | $165,100+49.7% | $145,897+69.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.75% | 100.52%-86.8pp | 70.21%-56.5pp | 552.29%-538.5pp |
| Employer contribution / active EE | $9,018 | $5,284+70.7% | $4,348+107.4% | $4,663+93.4% |
| Participant deferral / active EE | $10,673 | $6,964+53.3% | $6,035+76.8% | $6,689+59.6% |
| Admin fee / account holder | $3,720 | $16,659-77.7% | $12,696-70.7% | $13,390-72.2% |