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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 | $248,228 | $115,225+115.4% | $100,712+146.5% | $138,895+78.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.80% | 40.35%-20.6pp | 33.27%-13.5pp | 145.39%-125.6pp |
| Employer contribution / active EE | $5,280 | $2,771+90.5% | $2,313+128.3% | $4,194+25.9% |
| Participant deferral / active EE | $15,735 | $4,699+234.8% | $4,085+285.2% | $6,396+146.0% |
| Admin fee / account holder | $649 | $10,844-94.0% | $9,256-93.0% | $12,562-94.8% |