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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 | $244,104 | $165,399+47.6% | $149,745+63.0% | $158,982+53.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.94% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.0pp |
| Employer contribution / active EE | $3,542 | $5,105-30.6% | $4,646-23.8% | $4,763-25.6% |
| Participant deferral / active EE | $6,618 | $7,183-7.9% | $6,843-3.3% | $5,983+10.6% |
| Admin fee / account holder | $1,237 | $10,811-88.6% | $9,312-86.7% | $11,252-89.0% |