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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 | $214,032 | $165,351+29.4% | $149,710+43.0% | $158,931+34.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.27% | 348.19%-331.9pp | 276.63%-260.4pp | 302.86%-286.6pp |
| Employer contribution / active EE | $3,025 | $5,103-40.7% | $4,645-34.9% | $4,761-36.5% |
| Participant deferral / active EE | $4,248 | $7,181-40.8% | $6,842-37.9% | $5,982-29.0% |
| Admin fee / account holder | $632 | $10,807-94.1% | $9,309-93.2% | $11,247-94.4% |