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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 | $233,919 | $165,381+41.4% | $149,730+56.2% | $158,966+47.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.55% | 348.29%-332.7pp | 276.70%-261.1pp | 302.95%-287.4pp |
| Employer contribution / active EE | $1,584 | $5,104-69.0% | $4,645-65.9% | $4,762-66.7% |
| Participant deferral / active EE | $6,643 | $7,182-7.5% | $6,843-2.9% | $5,983+11.0% |
| Admin fee / account holder | $13,457 | $10,809+24.5% | $9,310+44.5% | $11,250+19.6% |