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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 | $247,464 | $165,381+49.6% | $149,730+65.3% | $158,966+55.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.51% | 348.29%-339.8pp | 276.70%-268.2pp | 302.95%-294.4pp |
| Employer contribution / active EE | $2,846 | $5,104-44.2% | $4,645-38.7% | $4,762-40.2% |
| Participant deferral / active EE | $11,159 | $7,182+55.4% | $6,843+63.1% | $5,983+86.5% |
| Admin fee / account holder | $364 | $10,809-96.6% | $9,310-96.1% | $11,250-96.8% |