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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 | $197,184 | $165,381+19.2% | $149,730+31.7% | $158,966+24.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.97% | 348.29%-339.3pp | 276.70%-267.7pp | 302.95%-294.0pp |
| Employer contribution / active EE | $4,939 | $5,104-3.2% | $4,645+6.3% | $4,762+3.7% |
| Participant deferral / active EE | $12,389 | $7,182+72.5% | $6,843+81.0% | $5,983+107.1% |
| Admin fee / account holder | $45,286 | $10,809+318.9% | $9,310+386.4% | $11,250+302.5% |