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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 | $213,460 | $165,399+29.1% | $149,745+42.5% | $158,982+34.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.50% | 348.34%-334.8pp | 276.72%-263.2pp | 302.99%-289.5pp |
| Employer contribution / active EE | $2,210 | $5,105-56.7% | $4,646-52.4% | $4,763-53.6% |
| Participant deferral / active EE | $4,384 | $7,183-39.0% | $6,843-35.9% | $5,983-26.7% |
| Admin fee / account holder | $1,550 | $10,811-85.7% | $9,312-83.4% | $11,252-86.2% |