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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 | $181,062+37.8% | $158,223+57.7% | $155,188+60.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.13% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $30,953 | $4,565+578.1% | $4,109+653.3% | $4,248+628.7% |
| Participant deferral / active EE | $25,285 | $6,134+312.2% | $5,467+362.5% | $6,531+287.1% |
| Admin fee / account holder | $19,798 | $18,825+5.2% | $16,047+23.4% | $14,480+36.7% |