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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 | $246,363 | $172,111+43.1% | $150,298+63.9% | $137,256+79.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.49% | 69.37%-57.9pp | 62.79%-51.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $7,317 | $4,636+57.8% | $4,154+76.1% | $4,156+76.1% |
| Participant deferral / active EE | $9,480 | $6,166+53.7% | $5,453+73.9% | $6,407+48.0% |
| Admin fee / account holder | $4,358 | $16,471-73.5% | $14,116-69.1% | $12,270-64.5% |