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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 | $166,089+48.8% | $164,928+49.9% | $145,978+69.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.75% | 100.26%-86.5pp | 70.08%-56.3pp | 550.52%-536.8pp |
| Employer contribution / active EE | $9,018 | $5,276+70.9% | $4,343+107.6% | $4,662+93.4% |
| Participant deferral / active EE | $10,673 | $6,961+53.3% | $6,034+76.9% | $6,690+59.6% |
| Admin fee / account holder | $3,720 | $16,641-77.6% | $12,684-70.7% | $13,400-72.2% |