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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 | $236,192 | $165,399+42.8% | $149,745+57.7% | $158,982+48.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.25% | 348.34%-338.1pp | 276.72%-266.5pp | 302.99%-292.7pp |
| Employer contribution / active EE | $15,640 | $5,105+206.4% | $4,646+236.7% | $4,763+228.4% |
| Participant deferral / active EE | $11,783 | $7,183+64.1% | $6,843+72.2% | $5,983+96.9% |
| Admin fee / account holder | $1,269 | $10,811-88.3% | $9,312-86.4% | $11,252-88.7% |