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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 | $228,927 | $165,399+38.4% | $149,745+52.9% | $158,982+44.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.59% | 348.34%-333.7pp | 276.72%-262.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $1,928 | $5,105-62.2% | $4,646-58.5% | $4,763-59.5% |
| Participant deferral / active EE | $10,050 | $7,183+39.9% | $6,843+46.9% | $5,983+68.0% |
| Admin fee / account holder | $1,684 | $10,811-84.4% | $9,312-81.9% | $11,252-85.0% |