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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 | $225,312 | $172,111+30.9% | $150,298+49.9% | $137,256+64.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.82% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $10,738 | $4,636+131.6% | $4,154+158.5% | $4,156+158.4% |
| Participant deferral / active EE | $2,764 | $6,166-55.2% | $5,453-49.3% | $6,407-56.9% |
| Admin fee / account holder | $32,038 | $16,471+94.5% | $14,116+127.0% | $12,270+161.1% |