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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 | $212,386+12.0% | $199,883+19.0% | $138,895+71.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.40% | 47.75%-33.3pp | 43.81%-29.4pp | 145.39%-131.0pp |
| Employer contribution / active EE | $12,500 | $6,625+88.7% | $6,261+99.6% | $4,194+198.0% |
| Participant deferral / active EE | $15,628 | $9,617+62.5% | $9,138+71.0% | $6,396+144.3% |
| Admin fee / account holder | $7,043 | $18,233-61.4% | $17,268-59.2% | $12,562-43.9% |