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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 | $222,369 | $165,361+34.5% | $149,715+48.5% | $158,950+39.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.45% | 348.24%-337.8pp | 276.66%-266.2pp | 302.91%-292.5pp |
| Employer contribution / active EE | $3,994 | $5,103-21.7% | $4,645-14.0% | $4,762-16.1% |
| Participant deferral / active EE | $10,374 | $7,182+44.5% | $6,842+51.6% | $5,983+73.4% |
| Admin fee / account holder | $12,880 | $10,808+19.2% | $9,310+38.4% | $11,248+14.5% |