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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 | $249,126 | $156,398+59.3% | $147,318+69.1% | $138,895+79.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.72% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $7,946 | $4,853+63.7% | $4,593+73.0% | $4,194+89.4% |
| Participant deferral / active EE | $14,737 | $8,237+78.9% | $7,906+86.4% | $6,396+130.4% |
| Admin fee / account holder | $1,297 | $14,976-91.3% | $13,708-90.5% | $12,562-89.7% |