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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 | $240,674 | $157,304+53.0% | $141,197+70.5% | $152,909+57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.51% | 64.34%-45.8pp | 71.41%-52.9pp | 345.46%-327.0pp |
| Employer contribution / active EE | $6,246 | $5,263+18.7% | $4,736+31.9% | $4,764+31.1% |
| Participant deferral / active EE | $12,989 | $7,111+82.7% | $6,710+93.6% | $5,851+122.0% |
| Admin fee / account holder | $12,477 | $12,126+2.9% | $10,265+21.6% | $11,601+7.6% |