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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 | $185,312+34.7% | $161,489+54.5% | $154,746+61.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.13% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $30,953 | $4,769+549.0% | $4,268+625.2% | $4,379+606.8% |
| Participant deferral / active EE | $25,285 | $6,350+298.2% | $5,630+349.1% | $6,730+275.7% |
| Admin fee / account holder | $19,798 | $18,654+6.1% | $16,006+23.7% | $14,365+37.8% |