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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 | $247,734 | $197,625+25.4% | $177,840+39.3% | $158,966+55.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.42% | 58.76%-38.3pp | 48.32%-27.9pp | 302.95%-282.5pp |
| Employer contribution / active EE | $7,557 | $6,698+12.8% | $5,919+27.7% | $4,762+58.7% |
| Participant deferral / active EE | $10,307 | $8,405+22.6% | $7,714+33.6% | $5,983+72.3% |
| Admin fee / account holder | $1,918 | $15,405-87.6% | $12,431-84.6% | $11,250-83.0% |