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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 | $243,208 | $183,627+32.4% | $155,602+56.3% | $145,978+66.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.43% | 61.32%-49.9pp | 64.81%-53.4pp | 550.52%-539.1pp |
| Employer contribution / active EE | $5,406 | $5,316+1.7% | $4,675+15.6% | $4,662+16.0% |
| Participant deferral / active EE | $10,942 | $6,466+69.2% | $5,629+94.4% | $6,690+63.6% |
| Admin fee / account holder | $19,064 | $19,327-1.4% | $15,923+19.7% | $13,400+42.3% |