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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 | $242,705 | $174,379+39.2% | $152,093+59.6% | $138,895+74.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.35% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $11,384 | $4,652+144.7% | $4,175+172.7% | $4,194+171.4% |
| Participant deferral / active EE | $7,858 | $6,159+27.6% | $5,451+44.1% | $6,396+22.9% |
| Admin fee / account holder | $1,521 | $16,880-91.0% | $14,497-89.5% | $12,562-87.9% |