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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 | $246,116 | $154,228+59.6% | $145,433+69.2% | $137,256+79.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.24% | 74.59%-60.4pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $28,213 | $4,804+487.3% | $4,554+519.4% | $4,156+578.8% |
| Participant deferral / active EE | $18,720 | $8,216+127.8% | $7,897+137.0% | $6,407+192.2% |
| Admin fee / account holder | $138,255 | $14,344+863.9% | $13,129+953.1% | $12,270+1026.8% |