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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 | $239,352 | $211,239+13.3% | $178,528+34.1% | $145,877+64.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.60% | 30.22%-16.6pp | 27.11%-13.5pp | 551.28%-537.7pp |
| Employer contribution / active EE | $9,012 | $4,570+97.2% | $3,950+128.1% | $4,663+93.3% |
| Participant deferral / active EE | $4,736 | $6,963-32.0% | $6,278-24.6% | $6,691-29.2% |
| Admin fee / account holder | $1,587 | $12,095-86.9% | $10,419-84.8% | $13,402-88.2% |