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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 | $247,936 | $156,398+58.5% | $147,318+68.3% | $138,895+78.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.75% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $14,286 | $4,853+194.4% | $4,593+211.0% | $4,194+240.6% |
| Participant deferral / active EE | $8,331 | $8,237+1.1% | $7,906+5.4% | $6,396+30.2% |
| Admin fee / account holder | $59,899 | $14,976+300.0% | $13,708+337.0% | $12,562+376.8% |