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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 | $240,255 | $172,111+39.6% | $150,298+59.9% | $137,256+75.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.65% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $6,987 | $4,636+50.7% | $4,154+68.2% | $4,156+68.1% |
| Participant deferral / active EE | $12,460 | $6,166+102.1% | $5,453+128.5% | $6,407+94.5% |
| Admin fee / account holder | $1,883 | $16,471-88.6% | $14,116-86.7% | $12,270-84.7% |