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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 | $235,562 | $210,698+11.8% | $178,014+32.3% | $145,959+61.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.10% | 386.27%-367.2pp | 294.80%-275.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $3,762 | $4,567-17.6% | $3,950-4.8% | $4,661-19.3% |
| Participant deferral / active EE | $13,728 | $6,958+97.3% | $6,276+118.7% | $6,689+105.2% |
| Admin fee / account holder | $1,385 | $12,016-88.5% | $10,362-86.6% | $13,398-89.7% |