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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 | $249,092 | $185,905+34.0% | $170,057+46.5% | $139,487+78.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.98% | 60.56%-39.6pp | 53.42%-32.4pp | 373.84%-352.9pp |
| Employer contribution / active EE | $10,292 | $7,597+35.5% | $6,790+51.6% | $4,755+116.5% |
| Participant deferral / active EE | $11,602 | $11,627-0.2% | $10,411+11.4% | $6,713+72.8% |
| Admin fee / account holder | $7,584 | $15,397-50.7% | $12,826-40.9% | $11,407-33.5% |