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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 | $243,984 | $148,582+64.2% | $135,942+79.5% | $139,456+75.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.18% | 79.26%-61.1pp | 68.28%-50.1pp | 373.45%-355.3pp |
| Employer contribution / active EE | $6,568 | $5,245+25.2% | $4,858+35.2% | $4,753+38.2% |
| Participant deferral / active EE | $12,342 | $8,101+52.3% | $7,759+59.1% | $6,711+83.9% |
| Admin fee / account holder | $2,821 | $12,402-77.3% | $10,764-73.8% | $11,407-75.3% |