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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 | $246,811 | $175,257+40.8% | $149,717+64.9% | $139,456+77.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.79% | 166.70%-152.9pp | 134.41%-120.6pp | 373.45%-359.7pp |
| Employer contribution / active EE | $8,050 | $5,477+47.0% | $4,820+67.0% | $4,753+69.4% |
| Participant deferral / active EE | $9,268 | $6,521+42.1% | $5,682+63.1% | $6,711+38.1% |
| Admin fee / account holder | $23,485 | $16,156+45.4% | $13,213+77.7% | $11,407+105.9% |