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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 | $203,715 | $165,399+23.2% | $149,745+36.0% | $158,982+28.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.85% | 348.34%-337.5pp | 276.72%-265.9pp | 302.99%-292.1pp |
| Employer contribution / active EE | $2,960 | $5,105-42.0% | $4,646-36.3% | $4,763-37.9% |
| Participant deferral / active EE | $16,871 | $7,183+134.9% | $6,843+146.5% | $5,983+182.0% |
| Admin fee / account holder | $432 | $10,811-96.0% | $9,312-95.4% | $11,252-96.2% |