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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 | $195,311 | $165,381+18.1% | $149,730+30.4% | $158,966+22.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.36% | 348.29%-330.9pp | 276.70%-259.3pp | 302.95%-285.6pp |
| Employer contribution / active EE | $2,704 | $5,104-47.0% | $4,645-41.8% | $4,762-43.2% |
| Participant deferral / active EE | $7,948 | $7,182+10.7% | $6,843+16.2% | $5,983+32.8% |
| Admin fee / account holder | $1,475 | $10,809-86.4% | $9,310-84.2% | $11,250-86.9% |