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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 | $238,332 | $165,399+44.1% | $149,745+59.2% | $158,982+49.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.30% | 348.34%-330.0pp | 276.72%-258.4pp | 302.99%-284.7pp |
| Employer contribution / active EE | $7,680 | $5,105+50.4% | $4,646+65.3% | $4,763+61.2% |
| Participant deferral / active EE | $6,966 | $7,183-3.0% | $6,843+1.8% | $5,983+16.4% |
| Admin fee / account holder | $9,233 | $10,811-14.6% | $9,312-0.8% | $11,252-17.9% |