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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 | $240,164 | $154,193+55.8% | $130,045+84.7% | $139,466+72.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.33% | 32.51%-14.2pp | -137.30%+155.6pp | 373.66%-355.3pp |
| Employer contribution / active EE | $4,689 | $5,292-11.4% | $4,321+8.5% | $4,754-1.4% |
| Participant deferral / active EE | $10,556 | $6,709+57.4% | $5,820+81.4% | $6,712+57.3% |
| Admin fee / account holder | $10,267 | $13,989-26.6% | $10,600-3.1% | $11,409-10.0% |