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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 | $248,644 | $165,381+50.3% | $149,730+66.1% | $158,966+56.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.16% | 348.29%-332.1pp | 276.70%-260.5pp | 302.95%-286.8pp |
| Employer contribution / active EE | $2,280 | $5,104-55.3% | $4,645-50.9% | $4,762-52.1% |
| Participant deferral / active EE | $13,906 | $7,182+93.6% | $6,843+103.2% | $5,983+132.4% |
| Admin fee / account holder | $1,357 | $10,809-87.4% | $9,310-85.4% | $11,250-87.9% |