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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 | $248,875 | $178,174+39.7% | $156,181+59.4% | $137,256+81.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.31% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $6,365 | $4,972+28.0% | $4,294+48.2% | $4,156+53.1% |
| Participant deferral / active EE | $18,105 | $6,888+162.9% | $6,132+195.2% | $6,407+182.6% |
| Admin fee / account holder | $48,717 | $17,404+179.9% | $14,586+234.0% | $12,270+297.0% |