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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 | $249,751 | $165,381+51.0% | $149,730+66.8% | $158,966+57.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.97% | 348.29%-334.3pp | 276.70%-262.7pp | 302.95%-289.0pp |
| Employer contribution / active EE | $12,838 | $5,104+151.5% | $4,645+176.4% | $4,762+169.6% |
| Participant deferral / active EE | $10,800 | $7,182+50.4% | $6,843+57.8% | $5,983+80.5% |
| Admin fee / account holder | $1,748 | $10,809-83.8% | $9,310-81.2% | $11,250-84.5% |