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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 | $249,535 | $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 | 18.13% | 69.37%-51.2pp | 62.79%-44.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $30,953 | $4,636+567.6% | $4,154+645.1% | $4,156+644.8% |
| Participant deferral / active EE | $25,285 | $6,166+310.1% | $5,453+363.7% | $6,407+294.7% |
| Admin fee / account holder | $19,798 | $16,471+20.2% | $14,116+40.3% | $12,270+61.3% |