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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 | $212,372 | $165,399+28.4% | $149,745+41.8% | $158,982+33.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.17% | 348.34%-336.2pp | 276.72%-264.6pp | 302.99%-290.8pp |
| Employer contribution / active EE | $6,823 | $5,105+33.7% | $4,646+46.9% | $4,763+43.2% |
| Participant deferral / active EE | $13,893 | $7,183+93.4% | $6,843+103.0% | $5,983+132.2% |
| Admin fee / account holder | $1,363 | $10,811-87.4% | $9,312-85.4% | $11,252-87.9% |