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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 | $237,054 | $185,312+27.9% | $161,489+46.8% | $154,746+53.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.91% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $9,130 | $4,769+91.4% | $4,268+113.9% | $4,379+108.5% |
| Participant deferral / active EE | $13,709 | $6,350+115.9% | $5,630+143.5% | $6,730+103.7% |
| Admin fee / account holder | $3,623 | $18,654-80.6% | $16,006-77.4% | $14,365-74.8% |