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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 | $242,335 | $209,336+15.8% | $197,124+22.9% | $137,256+76.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.97% | 48.09%-34.1pp | 44.34%-30.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,855 | $6,591-11.2% | $6,227-6.0% | $4,156+40.9% |
| Participant deferral / active EE | $15,500 | $9,614+61.2% | $9,135+69.7% | $6,407+141.9% |
| Admin fee / account holder | $7,168 | $17,308-58.6% | $16,298-56.0% | $12,270-41.6% |