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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 | $249,545 | $172,111+45.0% | $150,298+66.0% | $137,256+81.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.64% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $7,877 | $4,636+69.9% | $4,154+89.6% | $4,156+89.5% |
| Participant deferral / active EE | $5,969 | $6,166-3.2% | $5,453+9.5% | $6,407-6.8% |
| Admin fee / account holder | $2,633 | $16,471-84.0% | $14,116-81.3% | $12,270-78.5% |