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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 | $239,163 | $86,298+177.1% | $111,308+114.9% | $85,847+178.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.93% | 19.99%-8.1pp | 54.67%-42.7pp | 318.61%-306.7pp |
| Employer contribution / active EE | $3,014 | $2,044+47.5% | $2,732+10.3% | $2,565+17.5% |
| Participant deferral / active EE | $6,141 | $3,641+68.7% | $4,487+36.9% | $3,952+55.4% |
| Admin fee / account holder | $10,382 | $8,189+26.8% | $7,965+30.3% | $6,261+65.8% |