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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 | $239,085 | $165,399+44.6% | $149,745+59.7% | $158,982+50.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.31% | 348.34%-335.0pp | 276.72%-263.4pp | 302.99%-289.7pp |
| Employer contribution / active EE | $5,248 | $5,105+2.8% | $4,646+13.0% | $4,763+10.2% |
| Participant deferral / active EE | $11,496 | $7,183+60.1% | $6,843+68.0% | $5,983+92.1% |
| Admin fee / account holder | $10,946 | $10,811+1.2% | $9,312+17.6% | $11,252-2.7% |