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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 | $244,770 | $211,224+15.9% | $178,505+37.1% | $145,897+67.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.48% | 30.28%-18.8pp | 27.16%-15.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $6,420 | $4,577+40.3% | $3,955+62.3% | $4,663+37.7% |
| Participant deferral / active EE | $20,819 | $6,966+198.9% | $6,280+231.5% | $6,689+211.2% |
| Admin fee / account holder | $70,903 | $12,109+485.5% | $10,428+579.9% | $13,390+429.5% |