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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 | $238,710 | $165,399+44.3% | $149,745+59.4% | $158,982+50.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.46% | 348.34%-333.9pp | 276.72%-262.3pp | 302.99%-288.5pp |
| Employer contribution / active EE | $13,416 | $5,105+162.8% | $4,646+188.8% | $4,763+181.7% |
| Participant deferral / active EE | $9,735 | $7,183+35.5% | $6,843+42.3% | $5,983+62.7% |
| Admin fee / account holder | $6,669 | $10,811-38.3% | $9,312-28.4% | $11,252-40.7% |