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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 | $233,907 | $176,786+32.3% | $146,643+59.5% | $167,536+39.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.85% | 24.04%-7.2pp | 22.75%-5.9pp | 478.82%-462.0pp |
| Employer contribution / active EE | $5,042 | $5,161-2.3% | $4,137+21.9% | $4,839+4.2% |
| Participant deferral / active EE | $7,735 | $6,440+20.1% | $5,506+40.5% | $6,342+22.0% |
| Admin fee / account holder | $1,310 | $13,262-90.1% | $10,280-87.3% | $12,315-89.4% |