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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 | $234,056 | $165,381+41.5% | $149,730+56.3% | $158,966+47.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.78% | 348.29%-329.5pp | 276.70%-257.9pp | 302.95%-284.2pp |
| Employer contribution / active EE | $1,728 | $5,104-66.1% | $4,645-62.8% | $4,762-63.7% |
| Participant deferral / active EE | $9,950 | $7,182+38.5% | $6,843+45.4% | $5,983+66.3% |
| Admin fee / account holder | $11,183 | $10,809+3.5% | $9,310+20.1% | $11,250-0.6% |