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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 | $239,121 | $165,361+44.6% | $149,715+59.7% | $158,950+50.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.73% | 348.24%-336.5pp | 276.66%-264.9pp | 302.91%-291.2pp |
| Employer contribution / active EE | $8,948 | $5,103+75.3% | $4,645+92.7% | $4,762+87.9% |
| Participant deferral / active EE | $12,783 | $7,182+78.0% | $6,842+86.8% | $5,983+113.7% |
| Admin fee / account holder | $1,020 | $10,808-90.6% | $9,310-89.0% | $11,248-90.9% |