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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 | $246,149 | $183,592+34.1% | $155,567+58.2% | $145,959+68.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.19% | 61.24%-45.0pp | 64.74%-48.5pp | 561.95%-545.8pp |
| Employer contribution / active EE | $11,568 | $5,315+117.7% | $4,674+147.5% | $4,661+148.2% |
| Participant deferral / active EE | $13,199 | $6,464+104.2% | $5,628+134.5% | $6,689+97.3% |
| Admin fee / account holder | $3,797 | $19,318-80.3% | $15,916-76.1% | $13,398-71.7% |