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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 | $245,988 | $165,381+48.7% | $149,730+64.3% | $158,966+54.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.82% | 348.29%-339.5pp | 276.70%-267.9pp | 302.95%-294.1pp |
| Employer contribution / active EE | $10,491 | $5,104+105.5% | $4,645+125.9% | $4,762+120.3% |
| Participant deferral / active EE | $9,225 | $7,182+28.4% | $6,843+34.8% | $5,983+54.2% |
| Admin fee / account holder | $3,306 | $10,809-69.4% | $9,310-64.5% | $11,250-70.6% |