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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 | $235,188 | $183,539+28.1% | $155,556+51.2% | $145,897+61.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 61.31%-49.8pp | 64.84%-53.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $3,499 | $5,315-34.2% | $4,675-25.2% | $4,663-25.0% |
| Participant deferral / active EE | $11,640 | $6,467+80.0% | $5,631+106.7% | $6,689+74.0% |
| Admin fee / account holder | $49,337 | $19,275+156.0% | $15,885+210.6% | $13,390+268.4% |