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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 | $241,264 | $165,399+45.9% | $149,745+61.1% | $158,982+51.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.67% | 348.34%-325.7pp | 276.72%-254.0pp | 302.99%-280.3pp |
| Employer contribution / active EE | $8,906 | $5,105+74.5% | $4,646+91.7% | $4,763+87.0% |
| Participant deferral / active EE | $11,980 | $7,183+66.8% | $6,843+75.1% | $5,983+100.2% |
| Admin fee / account holder | $544 | $10,811-95.0% | $9,312-94.2% | $11,252-95.2% |