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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 | $249,558 | $165,399+50.9% | $149,745+66.7% | $158,982+57.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.52% | 348.34%-335.8pp | 276.72%-264.2pp | 302.99%-290.5pp |
| Employer contribution / active EE | $20,999 | $5,105+311.4% | $4,646+352.0% | $4,763+340.9% |
| Participant deferral / active EE | $26,781 | $7,183+272.9% | $6,843+291.4% | $5,983+347.6% |
| Admin fee / account holder | $2,335 | $10,811-78.4% | $9,312-74.9% | $11,252-79.2% |