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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 | $249,700 | $185,312+34.7% | $161,489+54.6% | $154,746+61.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.31% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $9,624 | $4,769+101.8% | $4,268+125.5% | $4,379+119.8% |
| Participant deferral / active EE | $6,540 | $6,350+3.0% | $5,630+16.2% | $6,730-2.8% |
| Admin fee / account holder | $6,251 | $18,654-66.5% | $16,006-60.9% | $14,365-56.5% |