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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 | $231,014 | $165,399+39.7% | $149,745+54.3% | $158,982+45.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.75% | 348.34%-337.6pp | 276.72%-266.0pp | 302.99%-292.2pp |
| Employer contribution / active EE | $4,651 | $5,105-8.9% | $4,646+0.1% | $4,763-2.4% |
| Participant deferral / active EE | $3,134 | $7,183-56.4% | $6,843-54.2% | $5,983-47.6% |
| Admin fee / account holder | $17,585 | $10,811+62.7% | $9,312+88.8% | $11,252+56.3% |