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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 | $165,361+38.4% | $149,715+52.9% | $158,950+44.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.59% | 348.24%-333.6pp | 276.66%-262.1pp | 302.91%-288.3pp |
| Employer contribution / active EE | $1,928 | $5,103-62.2% | $4,645-58.5% | $4,762-59.5% |
| Participant deferral / active EE | $10,050 | $7,182+39.9% | $6,842+46.9% | $5,983+68.0% |
| Admin fee / account holder | $1,684 | $10,808-84.4% | $9,310-81.9% | $11,248-85.0% |