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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 | $249,234 | $211,224+18.0% | $178,505+39.6% | $145,897+70.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.31% | 30.28%-17.0pp | 27.16%-13.8pp | 552.29%-539.0pp |
| Employer contribution / active EE | $10,707 | $4,577+134.0% | $3,955+170.7% | $4,663+129.6% |
| Participant deferral / active EE | $15,892 | $6,966+128.1% | $6,280+153.0% | $6,689+137.6% |
| Admin fee / account holder | $2,532 | $12,109-79.1% | $10,428-75.7% | $13,390-81.1% |