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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 | $214,344 | $172,111+24.5% | $150,298+42.6% | $137,256+56.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.76% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $15,194 | $4,636+227.7% | $4,154+265.8% | $4,156+265.6% |
| Participant deferral / active EE | $10,303 | $6,166+67.1% | $5,453+89.0% | $6,407+60.8% |
| Admin fee / account holder | $7,628 | $16,471-53.7% | $14,116-46.0% | $12,270-37.8% |