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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 | $156,398+57.4% | $147,318+67.1% | $138,895+77.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.24% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $28,213 | $4,853+481.3% | $4,593+514.3% | $4,194+572.7% |
| Participant deferral / active EE | $18,720 | $8,237+127.3% | $7,906+136.8% | $6,396+192.7% |
| Admin fee / account holder | $138,255 | $14,976+823.2% | $13,708+908.6% | $12,562+1000.6% |