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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 | $240,353 | $165,381+45.3% | $149,730+60.5% | $158,966+51.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.94% | 348.29%-328.4pp | 276.70%-256.8pp | 302.95%-283.0pp |
| Employer contribution / active EE | $8,708 | $5,104+70.6% | $4,645+87.5% | $4,762+82.9% |
| Participant deferral / active EE | $14,806 | $7,182+106.2% | $6,843+116.4% | $5,983+147.5% |
| Admin fee / account holder | $46,975 | $10,809+334.6% | $9,310+404.5% | $11,250+317.6% |