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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 | $231,409 | $127,386+81.7% | $115,037+101.2% | $125,388+84.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.47% | 31.28%-25.8pp | 26.14%-20.7pp | 282.24%-276.8pp |
| Employer contribution / active EE | $8,336 | $5,166+61.4% | $4,608+80.9% | $4,866+71.3% |
| Participant deferral / active EE | $2,599 | $6,423-59.5% | $6,026-56.9% | $5,352-51.4% |
| Admin fee / account holder | $11,910 | $9,516+25.2% | $8,175+45.7% | $9,541+24.8% |