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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 | $209,833 | $156,398+34.2% | $147,318+42.4% | $138,895+51.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.50% | 78.75%-66.3pp | 70.43%-57.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $19,990 | $4,853+311.9% | $4,593+335.2% | $4,194+376.6% |
| Participant deferral / active EE | $15,333 | $8,237+86.1% | $7,906+93.9% | $6,396+139.7% |
| Admin fee / account holder | $7,927 | $14,976-47.1% | $13,708-42.2% | $12,562-36.9% |