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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 | $210,348 | $165,381+27.2% | $149,730+40.5% | $158,966+32.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.43% | 348.29%-336.9pp | 276.70%-265.3pp | 302.95%-291.5pp |
| Employer contribution / active EE | $8,271 | $5,104+62.0% | $4,645+78.0% | $4,762+73.7% |
| Participant deferral / active EE | $12,397 | $7,182+72.6% | $6,843+81.2% | $5,983+107.2% |
| Admin fee / account holder | $5,869 | $10,809-45.7% | $9,310-37.0% | $11,250-47.8% |