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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 | $211,288+11.5% | $178,540+31.9% | $145,884+61.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.10% | 30.27%-11.2pp | 27.15%-8.1pp | 551.85%-532.8pp |
| Employer contribution / active EE | $3,762 | $4,574-17.8% | $3,953-4.8% | $4,662-19.3% |
| Participant deferral / active EE | $13,728 | $6,967+97.1% | $6,281+118.6% | $6,690+105.2% |
| Admin fee / account holder | $1,385 | $12,105-88.6% | $10,424-86.7% | $13,392-89.7% |