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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 | $237,863 | $275,752-13.7% | $256,809-7.4% | $198,609+19.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.40% | 34.81%-20.4pp | 32.73%-18.3pp | 202.70%-188.3pp |
| Employer contribution / active EE | $12,500 | $7,721+61.9% | $7,263+72.1% | $5,055+147.3% |
| Participant deferral / active EE | $15,628 | $10,037+55.7% | $9,520+64.2% | $6,977+124.0% |
| Admin fee / account holder | $7,043 | $25,716-72.6% | $25,146-72.0% | $19,030-63.0% |