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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 | $238,450 | $165,399+44.2% | $149,745+59.2% | $158,982+50.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.05% | 348.34%-338.3pp | 276.72%-266.7pp | 302.99%-292.9pp |
| Employer contribution / active EE | $2,461 | $5,105-51.8% | $4,646-47.0% | $4,763-48.3% |
| Participant deferral / active EE | $10,045 | $7,183+39.8% | $6,843+46.8% | $5,983+67.9% |
| Admin fee / account holder | $978 | $10,811-91.0% | $9,312-89.5% | $11,252-91.3% |