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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 | $222,948 | $165,381+34.8% | $149,730+48.9% | $158,966+40.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.52% | 348.29%-334.8pp | 276.70%-263.2pp | 302.95%-289.4pp |
| Employer contribution / active EE | $3,231 | $5,104-36.7% | $4,645-30.4% | $4,762-32.2% |
| Participant deferral / active EE | $11,042 | $7,182+53.7% | $6,843+61.4% | $5,983+84.6% |
| Admin fee / account holder | $16,846 | $10,809+55.8% | $9,310+80.9% | $11,250+49.7% |