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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 | $229,288 | $185,905+23.3% | $170,057+34.8% | $139,487+64.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.98% | 60.56%-42.6pp | 53.42%-35.4pp | 373.84%-355.9pp |
| Employer contribution / active EE | $8,066 | $7,597+6.2% | $6,790+18.8% | $4,755+69.6% |
| Participant deferral / active EE | $8,311 | $11,627-28.5% | $10,411-20.2% | $6,713+23.8% |
| Admin fee / account holder | $5,675 | $15,397-63.1% | $12,826-55.8% | $11,407-50.2% |