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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 | $245,912 | $165,381+48.7% | $149,730+64.2% | $158,966+54.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.87% | 348.29%-334.4pp | 276.70%-262.8pp | 302.95%-289.1pp |
| Employer contribution / active EE | $7,151 | $5,104+40.1% | $4,645+53.9% | $4,762+50.1% |
| Participant deferral / active EE | $10,946 | $7,182+52.4% | $6,843+60.0% | $5,983+82.9% |
| Admin fee / account holder | $3,487 | $10,809-67.7% | $9,310-62.5% | $11,250-69.0% |