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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 | $207,065 | $165,381+25.2% | $149,730+38.3% | $158,966+30.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.19% | 348.29%-339.1pp | 276.70%-267.5pp | 302.95%-293.8pp |
| Employer contribution / active EE | $3,293 | $5,104-35.5% | $4,645-29.1% | $4,762-30.9% |
| Participant deferral / active EE | $7,141 | $7,182-0.6% | $6,843+4.4% | $5,983+19.3% |
| Admin fee / account holder | $3,705 | $10,809-65.7% | $9,310-60.2% | $11,250-67.1% |