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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 | $240,774 | $124,330+93.7% | $109,173+120.5% | $167,536+43.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 21.76% | 26.04%-4.3pp | 25.75%-4.0pp | 478.82%-457.1pp |
| Employer contribution / active EE | $7,725 | $4,209+83.5% | $3,723+107.5% | $4,839+59.6% |
| Participant deferral / active EE | $8,429 | $5,256+60.4% | $4,654+81.1% | $6,342+32.9% |
| Admin fee / account holder | $1,643 | $7,974-79.4% | $6,755-75.7% | $12,315-86.7% |