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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 | $247,534 | $183,592+34.8% | $155,574+59.1% | $145,877+69.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.97% | 61.37%-44.4pp | 64.87%-47.9pp | 551.28%-534.3pp |
| Employer contribution / active EE | $10,082 | $5,317+89.6% | $4,676+115.6% | $4,663+116.2% |
| Participant deferral / active EE | $6,635 | $6,466+2.6% | $5,629+17.9% | $6,691-0.8% |
| Admin fee / account holder | $7,142 | $19,316-63.0% | $15,914-55.1% | $13,402-46.7% |