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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 | $230,808 | $165,381+39.6% | $149,730+54.1% | $158,966+45.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.88% | 348.29%-336.4pp | 276.70%-264.8pp | 302.95%-291.1pp |
| Employer contribution / active EE | $3,395 | $5,104-33.5% | $4,645-26.9% | $4,762-28.7% |
| Participant deferral / active EE | $4,915 | $7,182-31.6% | $6,843-28.2% | $5,983-17.9% |
| Admin fee / account holder | $621 | $10,809-94.3% | $9,310-93.3% | $11,250-94.5% |