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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 | $225,349 | $165,381+36.3% | $149,730+50.5% | $158,966+41.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.25% | 348.29%-335.0pp | 276.70%-263.5pp | 302.95%-289.7pp |
| Employer contribution / active EE | $3,897 | $5,104-23.7% | $4,645-16.1% | $4,762-18.2% |
| Participant deferral / active EE | $5,047 | $7,182-29.7% | $6,843-26.2% | $5,983-15.6% |
| Admin fee / account holder | $8,367 | $10,809-22.6% | $9,310-10.1% | $11,250-25.6% |