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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 | $203,326 | $165,381+22.9% | $149,730+35.8% | $158,966+27.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.90% | 348.29%-325.4pp | 276.70%-253.8pp | 302.95%-280.1pp |
| Employer contribution / active EE | $10,379 | $5,104+103.4% | $4,645+123.4% | $4,762+117.9% |
| Participant deferral / active EE | $6,936 | $7,182-3.4% | $6,843+1.4% | $5,983+15.9% |
| Admin fee / account holder | $6,815 | $10,809-37.0% | $9,310-26.8% | $11,250-39.4% |