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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 | $235,181 | $211,288+11.3% | $178,540+31.7% | $145,884+61.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.66% | 30.27%-15.6pp | 27.15%-12.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $13,766 | $4,574+201.0% | $3,953+248.3% | $4,662+195.3% |
| Participant deferral / active EE | $9,267 | $6,967+33.0% | $6,281+47.5% | $6,690+38.5% |
| Admin fee / account holder | $3,689 | $12,105-69.5% | $10,424-64.6% | $13,392-72.5% |