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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 | $238,995 | $197,637+20.9% | $177,848+34.4% | $158,982+50.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.24% | 58.77%-41.5pp | 48.33%-31.1pp | 302.99%-285.8pp |
| Employer contribution / active EE | $2,968 | $6,698-55.7% | $5,919-49.8% | $4,763-37.7% |
| Participant deferral / active EE | $13,534 | $8,405+61.0% | $7,714+75.5% | $5,983+126.2% |
| Admin fee / account holder | $9,730 | $15,406-36.8% | $12,431-21.7% | $11,252-13.5% |