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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 | $165,399+29.4% | $149,745+42.9% | $158,982+34.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.27% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.7pp |
| Employer contribution / active EE | $3,025 | $5,105-40.7% | $4,646-34.9% | $4,763-36.5% |
| Participant deferral / active EE | $4,248 | $7,183-40.9% | $6,843-37.9% | $5,983-29.0% |
| Admin fee / account holder | $632 | $10,811-94.2% | $9,312-93.2% | $11,252-94.4% |