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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 | $249,517 | $162,136+53.9% | $152,301+63.8% | $154,746+61.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.99% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $7,607 | $4,890+55.6% | $4,624+64.5% | $4,379+73.7% |
| Participant deferral / active EE | $6,613 | $8,341-20.7% | $8,004-17.4% | $6,730-1.7% |
| Admin fee / account holder | $38,539 | $15,759+144.5% | $14,398+167.7% | $14,365+168.3% |