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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 | $206,938 | $165,361+25.1% | $149,715+38.2% | $158,950+30.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.16% | 348.24%-330.1pp | 276.66%-258.5pp | 302.91%-284.8pp |
| Employer contribution / active EE | $10,285 | $5,103+101.5% | $4,645+121.4% | $4,762+116.0% |
| Participant deferral / active EE | $9,055 | $7,182+26.1% | $6,842+32.3% | $5,983+51.3% |
| Admin fee / account holder | $1,578 | $10,808-85.4% | $9,310-83.0% | $11,248-86.0% |