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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 | $194,615 | $165,399+17.7% | $149,745+30.0% | $158,982+22.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.63% | 348.34%-335.7pp | 276.72%-264.1pp | 302.99%-290.4pp |
| Employer contribution / active EE | $1,183 | $5,105-76.8% | $4,646-74.5% | $4,763-75.2% |
| Participant deferral / active EE | $8,023 | $7,183+11.7% | $6,843+17.2% | $5,983+34.1% |
| Admin fee / account holder | $865 | $10,811-92.0% | $9,312-90.7% | $11,252-92.3% |