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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 | $245,169 | $165,399+48.2% | $149,745+63.7% | $158,982+54.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.12% | 348.34%-338.2pp | 276.72%-266.6pp | 302.99%-292.9pp |
| Employer contribution / active EE | $5,309 | $5,105+4.0% | $4,646+14.3% | $4,763+11.5% |
| Participant deferral / active EE | $10,977 | $7,183+52.8% | $6,843+60.4% | $5,983+83.5% |
| Admin fee / account holder | $1,493 | $10,811-86.2% | $9,312-84.0% | $11,252-86.7% |