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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 | $212,262 | $165,399+28.3% | $149,745+41.7% | $158,982+33.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.29% | 348.34%-331.1pp | 276.72%-259.4pp | 302.99%-285.7pp |
| Employer contribution / active EE | $10,303 | $5,105+101.8% | $4,646+121.8% | $4,763+116.3% |
| Participant deferral / active EE | $12,985 | $7,183+80.8% | $6,843+89.8% | $5,983+117.0% |
| Admin fee / account holder | $2,923 | $10,811-73.0% | $9,312-68.6% | $11,252-74.0% |