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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 | $245,697 | $172,111+42.8% | $150,298+63.5% | $137,256+79.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.19% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6,646 | $4,636+43.3% | $4,154+60.0% | $4,156+59.9% |
| Participant deferral / active EE | $11,273 | $6,166+82.8% | $5,453+106.7% | $6,407+76.0% |
| Admin fee / account holder | $24,595 | $16,471+49.3% | $14,116+74.2% | $12,270+100.4% |