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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 | $213,938 | $165,399+29.3% | $149,745+42.9% | $158,982+34.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.27% | 348.34%-335.1pp | 276.72%-263.4pp | 302.99%-289.7pp |
| Employer contribution / active EE | $2,170 | $5,105-57.5% | $4,646-53.3% | $4,763-54.4% |
| Participant deferral / active EE | $7,050 | $7,183-1.8% | $6,843+3.0% | $5,983+17.8% |
| Admin fee / account holder | $3,280 | $10,811-69.7% | $9,312-64.8% | $11,252-70.9% |